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
126
$646K 0.13%
6,077
+1,792
127
$644K 0.13%
26,612
+12
128
$644K 0.13%
8,139
-1,618
129
$644K 0.13%
1,373
130
$639K 0.13%
13,513
+642
131
$636K 0.13%
+10,070
132
$635K 0.13%
69,373
+19
133
$632K 0.13%
+6,935
134
$628K 0.13%
15,386
-1,420
135
$617K 0.12%
+9,902
136
$605K 0.12%
+6,440
137
$603K 0.12%
24,877
-954
138
$601K 0.12%
2,500
+63
139
$599K 0.12%
4,441
+1,574
140
$596K 0.12%
+17,241
141
$577K 0.12%
4,888
-245
142
$577K 0.12%
5,240
143
$536K 0.11%
5,894
144
$533K 0.11%
3,908
+691
145
$530K 0.11%
2,069
146
$525K 0.11%
9,663
-859
147
$525K 0.11%
57,317
148
$508K 0.1%
1,593
-3
149
$507K 0.1%
11,946
+4,972
150
$505K 0.1%
+10,192
4 5
6
7 8