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
101
$789K 0.16%
7,670
+5,504
102
$777K 0.16%
14,104
-389
103
$768K 0.15%
15,785
+6,600
104
$763K 0.15%
17,630
-1,151
105
$763K 0.15%
4,948
-29
106
$761K 0.15%
6,136
+3
107
$746K 0.15%
201
-17
108
$736K 0.15%
8,204
+439
109
$726K 0.15%
6,086
+51
110
$724K 0.15%
20,744
-1,280
111
$720K 0.14%
2,334
-47
112
$714K 0.14%
1,681
-36
113
$713K 0.14%
2,644
-205
114
$697K 0.14%
4,577
+38
115
$693K 0.14%
13,808
-162
116
$685K 0.14%
+2,252
117
$683K 0.14%
4,629
+1,296
118
$676K 0.14%
7,947
+1,989
119
$676K 0.14%
10,893
-198
120
$672K 0.14%
30,012
+11
121
$672K 0.13%
6,231
+382
122
$670K 0.13%
70,598
123
$657K 0.13%
2,309
124
$650K 0.13%
+13,369
125
$649K 0.13%
+15,192
3 4
5
6 7