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
751
$16K ﹤0.01%
+159
752
$16K ﹤0.01%
+375
753
$16K ﹤0.01%
+143
754
$16K ﹤0.01%
+168
755
$16K ﹤0.01%
+48
756
$16K ﹤0.01%
+395
757
$16K ﹤0.01%
+1,100
758
$16K ﹤0.01%
+127
759
$16K ﹤0.01%
+390
760
$16K ﹤0.01%
+1,063
761
$16K ﹤0.01%
+41
762
$16K ﹤0.01%
+69
763
$15K ﹤0.01%
+991
764
$15K ﹤0.01%
+213
765
$15K ﹤0.01%
+1,400
766
$15K ﹤0.01%
+200
767
$15K ﹤0.01%
+458
768
$15K ﹤0.01%
+767
769
$15K ﹤0.01%
+250
770
$15K ﹤0.01%
+543
771
$15K ﹤0.01%
+280
772
$15K ﹤0.01%
+308
773
$15K ﹤0.01%
+125
774
$15K ﹤0.01%
+161
775
$15K ﹤0.01%
+157
29 30
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