TWP

Tyche Wealth Partners Portfolio holdings

AUM $570M
1-Year Est. Return 15.91%
This Quarter Est. Return
1 Year Est. Return
+15.91%
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 13.87%
3 Consumer Discretionary 7.58%
4 Financials 7.53%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 0.96%
8,458
-237
27
$3.94M 0.83%
22,168
+4,182
28
$3.62M 0.76%
19,101
+1,284
29
$3.6M 0.76%
12,431
+3,334
30
$3.45M 0.73%
23,855
-2,799
31
$3.42M 0.72%
47,726
+1,101
32
$3.36M 0.71%
17,902
+3,416
33
$3.08M 0.65%
49,447
+1,633
34
$2.92M 0.62%
291,004
+13,138
35
$2.81M 0.59%
9,699
-1,007
36
$2.77M 0.59%
31,090
+1,150
37
$2.76M 0.58%
4,718
+2,146
38
$2.73M 0.58%
10,782
+3,177
39
$2.63M 0.55%
7,237
+254
40
$2.58M 0.55%
2,520
+1,008
41
$2.46M 0.52%
5,430
+278
42
$2.37M 0.5%
4,683
+318
43
$2.31M 0.49%
33,088
44
$2.27M 0.48%
66,397
+10,443
45
$2.19M 0.46%
26,576
-328
46
$2.16M 0.46%
3,779
-2
47
$2.13M 0.45%
44,010
-3,008
48
$2.02M 0.43%
16,816
-237
49
$1.95M 0.41%
5,529
+2,696
50
$1.9M 0.4%
16,423
+2,130
1
2
3 4 5