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
1251
$3K ﹤0.01%
+206
1252
$3K ﹤0.01%
+382
1253
$3K ﹤0.01%
+102
1254
$3K ﹤0.01%
+55
1255
$3K ﹤0.01%
+66
1256
$3K ﹤0.01%
+115
1257
$3K ﹤0.01%
+99
1258
$3K ﹤0.01%
+124
1259
$3K ﹤0.01%
+12
1260
$3K ﹤0.01%
+16
1261
$3K ﹤0.01%
+50
1262
$2K ﹤0.01%
+643
1263
$2K ﹤0.01%
+88
1264
$2K ﹤0.01%
+91
1265
$2K ﹤0.01%
+39
1266
$2K ﹤0.01%
+255
1267
$2K ﹤0.01%
+62
1268
$2K ﹤0.01%
+48
1269
$2K ﹤0.01%
+45
1270
$2K ﹤0.01%
+1,000
1271
$2K ﹤0.01%
+25
1272
$2K ﹤0.01%
+19
1273
$2K ﹤0.01%
+56
1274
$2K ﹤0.01%
+36
1275
$2K ﹤0.01%
+143
49 50
51
52 53