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
51
$2.05M 0.41%
36,142
+20,021
52
$2.04M 0.41%
20,699
53
$2.03M 0.41%
42,756
-1,854
54
$1.98M 0.4%
42,901
+28,976
55
$1.8M 0.36%
7,270
-376
56
$1.79M 0.36%
7,766
-384
57
$1.77M 0.36%
3,481
-649
58
$1.74M 0.35%
159,016
-5,864
59
$1.68M 0.34%
9,485
-233
60
$1.65M 0.33%
12,131
+629
61
$1.6M 0.32%
5,127
+394
62
$1.59M 0.32%
5,775
+1,802
63
$1.58M 0.32%
54,506
-26
64
$1.57M 0.32%
1,902
-545
65
$1.53M 0.31%
1,454
-10
66
$1.5M 0.3%
11,270
+861
67
$1.45M 0.29%
+26,698
68
$1.43M 0.29%
120,263
+253
69
$1.43M 0.29%
10,527
-579
70
$1.38M 0.28%
10,892
+524
71
$1.36M 0.27%
+10,181
72
$1.36M 0.27%
5,827
+142
73
$1.28M 0.26%
5,779
-99
74
$1.28M 0.26%
45,378
+19,286
75
$1.27M 0.26%
41,103
+7,871
1 2
3
4 5