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
101
$791K 0.17%
+3,933
102
$784K 0.17%
+11,285
103
$781K 0.16%
+3,453
104
$766K 0.16%
7,729
+110
105
$766K 0.16%
43,173
-1,508
106
$751K 0.16%
+1,896
107
$742K 0.16%
13,137
+741
108
$732K 0.15%
+9,602
109
$732K 0.15%
30,991
+10
110
$725K 0.15%
13,970
111
$720K 0.15%
10,255
-1,756
112
$700K 0.15%
1,743
+163
113
$700K 0.15%
3,992
+2,455
114
$700K 0.15%
3,930
+25
115
$686K 0.14%
25,860
+4,859
116
$685K 0.14%
+12,025
117
$680K 0.14%
67,364
-4,180
118
$675K 0.14%
2,881
-80
119
$675K 0.14%
2,019
-10
120
$674K 0.14%
3,065
+146
121
$669K 0.14%
+8,652
122
$668K 0.14%
+3,658
123
$665K 0.14%
3,993
-103
124
$665K 0.14%
12,160
+6,128
125
$661K 0.14%
206
+18
3 4
5
6 7