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
1351
$2K ﹤0.01%
+317
1352
$2K ﹤0.01%
+135
1353
$2K ﹤0.01%
+104
1354
$2K ﹤0.01%
+654
1355
$2K ﹤0.01%
+77
1356
$2K ﹤0.01%
+159
1357
$2K ﹤0.01%
+334
1358
$2K ﹤0.01%
+58
1359
$2K ﹤0.01%
+18
1360
$2K ﹤0.01%
+54
1361
$2K ﹤0.01%
+19
1362
$2K ﹤0.01%
+119
1363
$2K ﹤0.01%
+20
1364
$2K ﹤0.01%
+24
1365
$2K ﹤0.01%
+50
1366
$2K ﹤0.01%
+114
1367
$2K ﹤0.01%
+390
1368
$2K ﹤0.01%
+38
1369
$2K ﹤0.01%
+36
1370
$2K ﹤0.01%
+77
1371
$2K ﹤0.01%
+4
1372
$2K ﹤0.01%
+47
1373
$2K ﹤0.01%
+74
1374
$2K ﹤0.01%
+122
1375
$2K ﹤0.01%
+27
53 54
55
56 57