T
TCWP Portfolio holdings
AUM
$40.8M
1-Year Est. Return
31.25%
1 Year Est. Return
+31.25%
AUM
$550M
AUM Growth
+$46M
(+9.1%)
Holding
1,978
Top Buys
| 1 | +$31.5M | |
| 2 | +$11.3M | |
| 3 | +$9.61M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$7.19M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$7.08M |
Top Sells
| 1 | +$14.5M | |
| 2 | +$8.87M | |
| 3 | +$6.99M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$6.5M |
| 5 |
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% |