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
826
$12K ﹤0.01%
+102
827
$12K ﹤0.01%
+890
828
$12K ﹤0.01%
+82
829
$12K ﹤0.01%
+89
830
$12K ﹤0.01%
+148
831
$12K ﹤0.01%
+45
832
$12K ﹤0.01%
+55
833
$12K ﹤0.01%
+43
834
$12K ﹤0.01%
+29
835
$12K ﹤0.01%
+352
836
$12K ﹤0.01%
+189
837
$12K ﹤0.01%
+135
838
$12K ﹤0.01%
+5,151
839
$12K ﹤0.01%
+328
840
$12K ﹤0.01%
+147
841
$12K ﹤0.01%
+140
842
$12K ﹤0.01%
+342
843
$12K ﹤0.01%
+487
844
$12K ﹤0.01%
+652
845
$12K ﹤0.01%
+53
846
$12K ﹤0.01%
+720
847
$12K ﹤0.01%
+156
848
$12K ﹤0.01%
+380
849
$12K ﹤0.01%
+2,000
850
$12K ﹤0.01%
+1,000
32 33
34
35 36