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
1226
$3K ﹤0.01%
+139
1227
$3K ﹤0.01%
+245
1228
$3K ﹤0.01%
+76
1229
$3K ﹤0.01%
+107
1230
$3K ﹤0.01%
+240
1231
$3K ﹤0.01%
+145
1232
$3K ﹤0.01%
+23
1233
$3K ﹤0.01%
+122
1234
$3K ﹤0.01%
+425
1235
$3K ﹤0.01%
+27
1236
$3K ﹤0.01%
+163
1237
$3K ﹤0.01%
+450
1238
$3K ﹤0.01%
+27
1239
$3K ﹤0.01%
+157
1240
$3K ﹤0.01%
+106
1241
$3K ﹤0.01%
+63
1242
$3K ﹤0.01%
+381
1243
$3K ﹤0.01%
+98
1244
$3K ﹤0.01%
+16
1245
$3K ﹤0.01%
+24
1246
$3K ﹤0.01%
+148
1247
$3K ﹤0.01%
+2
1248
$3K ﹤0.01%
+31
1249
$3K ﹤0.01%
+49
1250
$3K ﹤0.01%
+60
48 49
50
51 52