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
76
$1.11M 0.23%
4,917
-19
77
$1.09M 0.23%
10,567
-513
78
$1.07M 0.23%
3,137
-301
79
$1.07M 0.23%
+2,312
80
$1.01M 0.21%
32,226
+1,007
81
$992K 0.21%
81,506
+251
82
$989K 0.21%
6,039
-449
83
$981K 0.21%
5,691
-38
84
$965K 0.2%
16,155
+8,506
85
$947K 0.2%
+2,786
86
$944K 0.2%
3,255
+294
87
$932K 0.2%
+1,484
88
$924K 0.2%
15,604
+186
89
$914K 0.19%
7,247
+2,927
90
$895K 0.19%
+9,517
91
$876K 0.19%
+2,580
92
$871K 0.18%
6,994
+4,840
93
$859K 0.18%
+16,187
94
$849K 0.18%
4,285
95
$834K 0.18%
7,317
+825
96
$820K 0.17%
77,281
+8,450
97
$818K 0.17%
3,528
+638
98
$817K 0.17%
31,718
99
$817K 0.17%
+5,320
100
$812K 0.17%
22,012
2 3
4
5 6