TWP

Tyche Wealth Partners Portfolio holdings

AUM $630M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.36M
3
+$1.49M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.34M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.32M

Top Sells

1
+$3.86M
2
+$3.66M
3
+$1.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.27M
5
META icon
Meta Platforms (Facebook)
META
+$1.14M

Sector Composition

1 Technology 14.04%
2 Consumer Staples 12.42%
3 Financials 6.94%
4 Consumer Discretionary 6.44%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 0.83%
30,740
-740
27
$4.04M 0.81%
7,183
-461
28
$4.02M 0.81%
19,374
+929
29
$3.71M 0.75%
12,221
+1,394
30
$3.69M 0.74%
91,057
+4,805
31
$3.66M 0.74%
4,695
-129
32
$3.54M 0.71%
20,439
+6,014
33
$3.53M 0.71%
19,015
+390
34
$3.5M 0.7%
22,944
-530
35
$3.49M 0.7%
49,386
-707
36
$3.37M 0.68%
48,552
+1,114
37
$3.2M 0.64%
17,559
-261
38
$3.09M 0.62%
17,531
+139
39
$2.94M 0.59%
292,183
-1,534
40
$2.89M 0.58%
7,440
+31
41
$2.85M 0.57%
9,755
+293
42
$2.73M 0.55%
242,184
-5,882
43
$2.71M 0.54%
3,832
-11
44
$2.58M 0.52%
28,121
+31
45
$2.58M 0.52%
14,100
+8,633
46
$2.53M 0.51%
5,217
-118
47
$2.46M 0.49%
16,825
-146
48
$2.38M 0.48%
3,225
-1,844
49
$2.19M 0.44%
7,185
+363
50
$2.06M 0.41%
10,073
+2,217
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