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
1
$34.6M 7.32%
138,351
+10,683
2
$30.4M 6.42%
199,790
+1,325
3
$21.7M 4.58%
37,019
+1,192
4
$17.5M 3.71%
163,094
+21,380
5
$13.6M 2.88%
32,374
-1,301
6
$12.2M 2.58%
228,758
+9,803
7
$12M 2.54%
61,395
-706
8
$11.7M 2.47%
53,214
-1,521
9
$11.1M 2.34%
594,931
-8,967
10
$9.53M 2.01%
70,968
-1,570
11
$8.78M 1.85%
21,742
-63
12
$8.53M 1.8%
94,459
+9,007
13
$8.24M 1.74%
26,066
-307
14
$7.3M 1.54%
18,764
+1,069
15
$6.82M 1.44%
37,857
16
$6.57M 1.39%
39,203
+1,376
17
$5.97M 1.26%
6,510
+846
18
$5.44M 1.15%
7,044
+2,427
19
$5.27M 1.11%
8,944
+618
20
$4.78M 1.01%
9,343
+822
21
$4.74M 1%
9,002
+1,528
22
$4.74M 1%
406,494
-17,831
23
$4.72M 1%
19,709
+2,170
24
$4.63M 0.98%
88,471
-1,706
25
$4.6M 0.97%
31,735
-2,056
1
2 3 4 5