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
1326
$2K ﹤0.01%
+19
1327
$2K ﹤0.01%
+23
1328
$2K ﹤0.01%
+693
1329
$2K ﹤0.01%
+35
1330
$2K ﹤0.01%
+65
1331
$2K ﹤0.01%
+17
1332
$2K ﹤0.01%
+40
1333
$2K ﹤0.01%
+211
1334
$2K ﹤0.01%
+42
1335
$2K ﹤0.01%
+35
1336
$2K ﹤0.01%
+96
1337
$2K ﹤0.01%
+209
1338
$2K ﹤0.01%
+108
1339
$2K ﹤0.01%
+34
1340
$2K ﹤0.01%
+135
1341
$2K ﹤0.01%
+104
1342
$2K ﹤0.01%
+654
1343
$2K ﹤0.01%
+77
1344
$2K ﹤0.01%
+159
1345
$2K ﹤0.01%
+334
1346
$2K ﹤0.01%
+58
1347
$2K ﹤0.01%
+18
1348
$2K ﹤0.01%
+54
1349
$2K ﹤0.01%
+19
1350
$2K ﹤0.01%
+119
52 53
54
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