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
201
$348K 0.07%
2,607
+1
202
$347K 0.07%
+15,445
203
$334K 0.07%
7,532
204
$332K 0.07%
5,769
205
$331K 0.07%
1,741
-98
206
$330K 0.07%
7,604
207
$327K 0.07%
12,502
+949
208
$322K 0.06%
25,717
+8,000
209
$321K 0.06%
610
-7
210
$320K 0.06%
4,644
+75
211
$317K 0.06%
4,758
212
$315K 0.06%
7,176
+842
213
$315K 0.06%
9,306
+1,488
214
$304K 0.06%
1,725
215
$304K 0.06%
694
-415
216
$304K 0.06%
4,538
217
$298K 0.06%
21,800
218
$297K 0.06%
3,730
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219
$297K 0.06%
23,500
+4,000
220
$296K 0.06%
2,724
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221
$291K 0.06%
1,284
+61
222
$290K 0.06%
578
+1
223
$286K 0.06%
976
+206
224
$286K 0.06%
3,782
-80
225
$284K 0.06%
1,191
+1
7 8
9
10 11