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
176
$419K 0.09%
19,282
+6,600
177
$403K 0.09%
41,299
178
$399K 0.08%
1,345
+10
179
$393K 0.08%
3,730
180
$391K 0.08%
2,420
181
$388K 0.08%
32,605
-4,405
182
$383K 0.08%
5,609
+1
183
$376K 0.08%
3,530
184
$368K 0.08%
266,766
+50,864
185
$363K 0.08%
7,509
-36
186
$362K 0.08%
+3,277
187
$360K 0.08%
6,261
+602
188
$360K 0.08%
16,455
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189
$358K 0.08%
25,621
-75
190
$358K 0.08%
762
191
$358K 0.08%
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192
$354K 0.07%
2,860
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193
$354K 0.07%
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194
$351K 0.07%
2,642
195
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17,887
+1,873
196
$349K 0.07%
23,109
197
$347K 0.07%
5,440
-72
198
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1,201
+1
199
$342K 0.07%
+2,143
200
$340K 0.07%
8,141
-2,637
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