T

TCWP Portfolio holdings

AUM $40.8M
1-Year Est. Return 31.25%
This Quarter Est. Return
1 Year Est. Return
+31.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,978
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$11.3M
3
+$9.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.19M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.08M

Top Sells

1
+$14.5M
2
+$8.87M
3
+$6.99M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.5M
5
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$6.48M

Sector Composition

1 Technology 7.17%
2 Healthcare 6.95%
3 Financials 5.29%
4 Consumer Staples 4.24%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$88K 0.02%
+650
377
$87K 0.02%
+3,048
378
$86K 0.02%
+1,230
379
$86K 0.02%
+428
380
$86K 0.02%
+2,356
381
$86K 0.02%
+1,503
382
$86K 0.02%
+1,336
383
$85K 0.02%
+956
384
$85K 0.02%
+3,307
385
$85K 0.02%
+750
386
$85K 0.02%
+545
387
$84K 0.02%
+1,868
388
$84K 0.02%
+354
389
$83K 0.02%
+1,262
390
$83K 0.02%
+977
391
$82K 0.01%
+35
392
$82K 0.01%
+1,415
393
$81K 0.01%
+117
394
$81K 0.01%
+731
395
$80K 0.01%
+433
396
$79K 0.01%
+1,463
397
$79K 0.01%
+317
398
$79K 0.01%
+6,046
399
$79K 0.01%
+504
400
$78K 0.01%
+3,765
14 15
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