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
151
$531K 0.11%
57,317
152
$529K 0.11%
10,467
153
$521K 0.11%
53,130
-16,191
154
$519K 0.11%
4,818
155
$511K 0.11%
5,085
+1,200
156
$503K 0.11%
1,788
-251
157
$501K 0.11%
+3,076
158
$500K 0.11%
+2,202
159
$499K 0.11%
+1,464
160
$489K 0.1%
2,425
-30
161
$484K 0.1%
3,691
-75
162
$480K 0.1%
3,549
+2
163
$473K 0.1%
5,296
+844
164
$466K 0.1%
2,795
-49
165
$462K 0.1%
+2,249
166
$462K 0.1%
34,228
+13,000
167
$459K 0.1%
2,218
-315
168
$457K 0.1%
3,467
-110
169
$455K 0.1%
1,109
+15
170
$451K 0.1%
7,876
-535
171
$451K 0.1%
2,009
-1
172
$438K 0.09%
7,412
-1,595
173
$435K 0.09%
28,979
-75
174
$432K 0.09%
+2,033
175
$431K 0.09%
21,427
5 6
7
8 9