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
51
$1.88M 0.4%
16,629
+6,305
52
$1.84M 0.39%
163,214
+584
53
$1.82M 0.38%
9,548
-159
54
$1.81M 0.38%
20,526
55
$1.78M 0.38%
7,796
-505
56
$1.76M 0.37%
6,024
+3,139
57
$1.68M 0.36%
14,623
-406
58
$1.66M 0.35%
6,729
+502
59
$1.65M 0.35%
6,822
+8
60
$1.52M 0.32%
10,946
+5,930
61
$1.48M 0.31%
3,045
-3
62
$1.47M 0.31%
119,612
-546
63
$1.44M 0.3%
6,507
+3,696
64
$1.42M 0.3%
2,382
-200
65
$1.34M 0.28%
58,724
-2,494
66
$1.34M 0.28%
10,183
-49
67
$1.32M 0.28%
32,909
+13,244
68
$1.3M 0.28%
5,904
+15
69
$1.28M 0.27%
9,698
-1,519
70
$1.27M 0.27%
12,756
+4,991
71
$1.24M 0.26%
2,498
+1,890
72
$1.22M 0.26%
6,698
-2,660
73
$1.22M 0.26%
2,337
-86
74
$1.18M 0.25%
3,280
+2,154
75
$1.14M 0.24%
9,836
-672
1 2
3
4 5