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
551
$37K 0.01%
+465
552
$37K 0.01%
+67
553
$36K 0.01%
+958
554
$36K 0.01%
+963
555
$36K 0.01%
+650
556
$36K 0.01%
+119
557
$36K 0.01%
+217
558
$36K 0.01%
+716
559
$36K 0.01%
+1,217
560
$35K 0.01%
+6,258
561
$35K 0.01%
+702
562
$35K 0.01%
+477
563
$34K 0.01%
+390
564
$34K 0.01%
+277
565
$34K 0.01%
+787
566
$34K 0.01%
+195
567
$34K 0.01%
+266
568
$34K 0.01%
+598
569
$34K 0.01%
+386
570
$34K 0.01%
+137
571
$33K 0.01%
+159
572
$33K 0.01%
+783
573
$33K 0.01%
+336
574
$33K 0.01%
+587
575
$33K 0.01%
+1,384
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