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
151
$492K 0.1%
2,149
+1
152
$489K 0.1%
+25,263
153
$483K 0.1%
1,770
-137
154
$479K 0.1%
9,370
-997
155
$463K 0.09%
3,185
-9
156
$462K 0.09%
2,091
+283
157
$459K 0.09%
6,154
+227
158
$457K 0.09%
21,427
159
$448K 0.09%
7,412
160
$448K 0.09%
2,463
+91
161
$444K 0.09%
3,442
-14
162
$442K 0.09%
6,548
-1,044
163
$425K 0.09%
3,912
-88
164
$420K 0.08%
81,176
-4,200
165
$419K 0.08%
29,011
+16
166
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3,296
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167
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830
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168
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1,484
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169
$411K 0.08%
35,335
170
$411K 0.08%
7,548
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171
$411K 0.08%
5,610
+1
172
$409K 0.08%
9,604
-2,214
173
$409K 0.08%
7,801
+99
174
$408K 0.08%
1,031
-28
175
$405K 0.08%
15,035
5 6
7
8 9