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TWP
Tyche Wealth Partners Portfolio holdings
AUM
$712M
1-Year Est. Return
29.07%
This Fund
S&P 500
This Quarter
Est. Return
+9.56%
1 Year Est. Return
+29.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$415M
AUM Growth
–
Cap. Flow
+$392M
Cap. Flow
% of AUM
94.54%
Top 10 Holdings %
Top 10 Hldgs %
35.9%
Holding
286
New
286
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PepsiCo
PEP
|
+$34.2M |
| 2 |
Apple
AAPL
|
+$25.3M |
| 3 |
ExxonMobil
XOM
|
+$14.5M |
| 4 |
Microsoft
MSFT
|
+$13.9M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$12.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 15.34% |
| 2 | Technology | 14.69% |
| 3 | Industrials | 8.69% |
| 4 | Financials | 7.1% |
| 5 | Consumer Discretionary | 6.79% |
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Tyche Wealth Partners's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Tyche Wealth Partners, which disclosed 286 positions worth $415M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is PepsiCo: 206,506 shares worth $35.1M.
By sector, the portfolio is most concentrated in Consumer Staples at 15% of assets, followed by Technology and Industrials.
- Tyche Wealth Partners's largest Q4 2023 buy was PepsiCo: 206,506 shares worth $35.1M.
- Tyche Wealth Partners's ten largest holdings make up 36% of its $415M portfolio in Q4 2023.
- Tyche Wealth Partners disclosed 286 positions in Q4 2023, its first 13F filing on record.
Based on Tyche Wealth Partners's 13F filing for Q4 2023, filed 30 Jan 2024.