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
701
$20K ﹤0.01%
+188
702
$20K ﹤0.01%
+275
703
$20K ﹤0.01%
+165
704
$20K ﹤0.01%
+402
705
$20K ﹤0.01%
+278
706
$20K ﹤0.01%
+687
707
$20K ﹤0.01%
+293
708
$20K ﹤0.01%
+137
709
$20K ﹤0.01%
+605
710
$20K ﹤0.01%
+396
711
$20K ﹤0.01%
+116
712
$20K ﹤0.01%
+151
713
$20K ﹤0.01%
+171
714
$20K ﹤0.01%
+629
715
$20K ﹤0.01%
+435
716
$19K ﹤0.01%
+148
717
$19K ﹤0.01%
+187
718
$19K ﹤0.01%
+674
719
$19K ﹤0.01%
+545
720
$19K ﹤0.01%
+52
721
$19K ﹤0.01%
+574
722
$19K ﹤0.01%
+121
723
$18K ﹤0.01%
+426
724
$18K ﹤0.01%
+835
725
$18K ﹤0.01%
+363
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