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
176
$404K 0.08%
15,825
177
$403K 0.08%
+10,365
178
$402K 0.08%
3,981
-14
179
$400K 0.08%
3,801
+937
180
$399K 0.08%
1,200
181
$398K 0.08%
3,705
-1,591
182
$398K 0.08%
2,420
183
$387K 0.08%
2,192
+436
184
$384K 0.08%
1,326
185
$384K 0.08%
7,850
+8
186
$375K 0.08%
6,660
-115
187
$374K 0.08%
+2,638
188
$368K 0.07%
16,750
+273
189
$365K 0.07%
2,634
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190
$364K 0.07%
12,383
-8,569
191
$363K 0.07%
5,334
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192
$361K 0.07%
682
193
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39,109
194
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705
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195
$358K 0.07%
19,763
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196
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+6,314
197
$356K 0.07%
25,640
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198
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1,219
+1
199
$355K 0.07%
1,561
-199
200
$351K 0.07%
4,420
-91
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