T
TCWP Portfolio holdings
AUM
$40.8M
1-Year Est. Return
31.25%
This Fund
S&P 500
1 Year Est. Return
+31.25%
AUM
$504M
AUM Growth
–
Holding
260
Top Buys
| 1 | +$25.3M | |
| 2 | +$16.5M | |
| 3 | +$11.6M | |
| 4 |
Apple
AAPL
|
+$11.4M |
| 5 |
iShares MBS ETF
MBB
|
+$10.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.83% |
| 2 | Healthcare | 6.57% |
| 3 | Financials | 4.91% |
| 4 | Consumer Discretionary | 3.48% |
| 5 | Communication Services | 2.17% |