TWP

Tyche Wealth Partners Portfolio holdings

AUM $498M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
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 13.88%
3 Consumer Discretionary 7.58%
4 Financials 7.52%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$656K 0.14%
10,526
+208
127
$654K 0.14%
+18,186
128
$642K 0.14%
26,794
-63
129
$638K 0.13%
8,434
-97
130
$638K 0.13%
2,716
+540
131
$637K 0.13%
4,541
+1,264
132
$631K 0.13%
6,940
+876
133
$618K 0.13%
+5,045
134
$617K 0.13%
+1,301
135
$615K 0.13%
5,525
-170
136
$597K 0.13%
13,594
-633
137
$594K 0.13%
2,280
+143
138
$588K 0.12%
2,128
+695
139
$587K 0.12%
+2,067
140
$586K 0.12%
2,225
+813
141
$586K 0.12%
4,539
-149
142
$586K 0.12%
2,309
143
$585K 0.12%
4,933
-949
144
$572K 0.12%
7,915
+1,575
145
$571K 0.12%
+606
146
$560K 0.12%
4,232
-45
147
$553K 0.12%
12,307
+6,842
148
$534K 0.11%
5,012
-500
149
$533K 0.11%
5,836
+1,204
150
$531K 0.11%
3,001
+300
4 5
6
7 8