TWP

Tyche Wealth Partners Portfolio holdings

AUM $498M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.3M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.26M
5
MSI icon
Motorola Solutions
MSI
+$1.07M

Top Sells

1
+$8.67M
2
+$595K
3
+$548K
4
UTF icon
Cohen & Steers Infrastructure Fund
UTF
+$538K
5
PANW icon
Palo Alto Networks
PANW
+$484K

Sector Composition

1 Technology 16.58%
2 Consumer Staples 13.88%
3 Consumer Discretionary 7.58%
4 Financials 7.52%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-5,186
327
– –
-3,258
328
– –
-16,520
329
– –
-260,100
10 11 12 13
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