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
201
$333K 0.07%
15,799
202
$330K 0.07%
1,554
+198
203
$328K 0.07%
+8,335
204
$327K 0.07%
2,375
-555
205
$325K 0.07%
3,515
+553
206
$324K 0.07%
5,729
+979
207
$323K 0.07%
1,844
+31
208
$321K 0.07%
4,558
-5,207
209
$315K 0.07%
13,825
+4,000
210
$314K 0.07%
11,803
+22
211
$314K 0.07%
4,104
212
$308K 0.07%
4,758
-325
213
$307K 0.06%
3,363
-264
214
$300K 0.06%
56,050
-29,326
215
$299K 0.06%
3,697
+18
216
$296K 0.06%
21,800
217
$293K 0.06%
3,424
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218
$291K 0.06%
5,142
219
$289K 0.06%
4,538
220
$288K 0.06%
7,574
221
$286K 0.06%
684
-729
222
$282K 0.06%
1,725
223
$281K 0.06%
1,852
224
$280K 0.06%
3,558
-26
225
$280K 0.06%
6,561
7 8
9
10 11