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
726
$18K ﹤0.01%
+129
727
$18K ﹤0.01%
+278
728
$18K ﹤0.01%
+437
729
$18K ﹤0.01%
+656
730
$18K ﹤0.01%
+539
731
$18K ﹤0.01%
+413
732
$17K ﹤0.01%
+305
733
$17K ﹤0.01%
+226
734
$17K ﹤0.01%
+228
735
$17K ﹤0.01%
+311
736
$17K ﹤0.01%
+66
737
$17K ﹤0.01%
+349
738
$17K ﹤0.01%
+12
739
$17K ﹤0.01%
+60
740
$17K ﹤0.01%
+118
741
$17K ﹤0.01%
+301
742
$17K ﹤0.01%
+152
743
$16K ﹤0.01%
+1,300
744
$16K ﹤0.01%
+391
745
$16K ﹤0.01%
+311
746
$16K ﹤0.01%
+297
747
$16K ﹤0.01%
+508
748
$16K ﹤0.01%
+132
749
$16K ﹤0.01%
+284
750
$16K ﹤0.01%
+656
28 29
30
31 32