TWP
Tyche Wealth Partners Portfolio holdings
AUM
$648M
1-Year Est. Return
20.17%
This Fund
S&P 500
1 Year Est. Return
+20.17%
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
iShares Short Maturity Bond ETF
NEAR
$4.34B
| – | – |
-8,320
|
|
||
352
OGE Energy
OGE
$9.77B
| – | – |
-4,532
|
|
||
353
Occidental Petroleum
OXY
$55.9B
| – | – |
-4,343
|
|
||
|
BNKK
354
Bonk Inc
BNKK
$17.3M
| – | – |
-1,857
|
|
||
355
US Bancorp
USB
$81.9B
| – | – |
-4,990
|
|
||
356
Cohen & Steers Infrastructure Fund
UTF
$3.02B
| – | – |
-15,035
|
|
||
357
Principal Active High Yield ETF
YLD
$536M
| – | – |
-37,976
|
|
||
|
UTF.RT
358
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
| – | – |
-15,035
|
|