TWP
Tyche Wealth Partners Portfolio holdings
AUM
$630M
1-Year Est. Return
17.03%
This Fund
S&P 500
1 Year Est. Return
+17.03%
AUM
$630M
AUM Growth
+$59.8M
(+10%)
Holding
358
Top Buys
| 1 | +$3.06M | |
| 2 | +$2.58M | |
| 3 | +$2.09M | |
| 4 |
Microsoft
MSFT
|
+$2.04M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.8M |
Top Sells
| 1 | +$2.32M | |
| 2 | +$1.93M | |
| 3 | +$739K | |
| 4 |
Home Depot
HD
|
+$685K |
| 5 |
NVIDIA
NVDA
|
+$649K |
Sector Composition
| 1 | Technology | 14.6% |
| 2 | Consumer Staples | 10.13% |
| 3 | Financials | 6.31% |
| 4 | Consumer Discretionary | 5.84% |
| 5 | Energy | 5.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Advanced Micro Devices
AMD
$454B
| – | – |
-2,639
|
|
||
352
Comcast
CMCSA
$107B
| – | – |
-6,638
|
|
||
|
FBRT
353
Franklin BSP Realty Trust
FBRT
$739M
| – | – |
-11,968
|
|
||
354
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
| – | – |
-2,141
|
|
||
355
FS KKR Capital
FSK
$3.19B
| – | – |
-21,777
|
|
||
356
Palantir
PLTR
$350B
| – | – |
-2,548
|
|
||
357
PPL Corp
PPL
$29.3B
| – | – |
-5,910
|
|
||
358
CVS Health
CVS
$99.1B
| – | – |
-3,635
|
|