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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
776
$15K ﹤0.01%
+260
777
$15K ﹤0.01%
+375
778
$15K ﹤0.01%
+73
779
$15K ﹤0.01%
+404
780
$15K ﹤0.01%
+704
781
$14K ﹤0.01%
+657
782
$14K ﹤0.01%
+300
783
$14K ﹤0.01%
+412
784
$14K ﹤0.01%
+262
785
$14K ﹤0.01%
+157
786
$14K ﹤0.01%
+66
787
$14K ﹤0.01%
+1,150
788
$14K ﹤0.01%
+230
789
$14K ﹤0.01%
+136
790
$14K ﹤0.01%
+310
791
$14K ﹤0.01%
+1,005
792
$14K ﹤0.01%
+599
793
$14K ﹤0.01%
+950
794
$14K ﹤0.01%
+251
795
$14K ﹤0.01%
+130
796
$14K ﹤0.01%
+444
797
$14K ﹤0.01%
+166
798
$14K ﹤0.01%
+77
799
$13K ﹤0.01%
+1,863
800
$13K ﹤0.01%
+197
30 31
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