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
76
$1.27M 0.25%
2,738
-200
77
$1.27M 0.25%
+35,623
78
$1.2M 0.24%
15,008
+1,529
79
$1.2M 0.24%
5,566
-156
80
$1.15M 0.23%
14,135
+8,850
81
$1.1M 0.22%
3,895
+340
82
$1.08M 0.22%
5,147
-45
83
$1.07M 0.22%
+10,573
84
$1.05M 0.21%
9,635
-1,333
85
$963K 0.19%
9,134
+4
86
$955K 0.19%
2,356
-8
87
$946K 0.19%
13,639
-17
88
$929K 0.19%
4,250
+92
89
$926K 0.19%
3,100
-42
90
$919K 0.18%
77,079
-4,556
91
$914K 0.18%
16,162
+7,745
92
$898K 0.18%
6,000
+5
93
$857K 0.17%
3,599
+215
94
$842K 0.17%
2,857
+40
95
$838K 0.17%
4,295
+10
96
$829K 0.17%
77,281
97
$810K 0.16%
5,897
-383
98
$808K 0.16%
15,295
+10,671
99
$803K 0.16%
3,119
+43
100
$793K 0.16%
44,681
+1,508
2 3
4
5 6