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
1426
$2K ﹤0.01%
+82
1427
$2K ﹤0.01%
+41
1428
$2K ﹤0.01%
+161
1429
$2K ﹤0.01%
+101
1430
$2K ﹤0.01%
+101
1431
$2K ﹤0.01%
+25
1432
$2K ﹤0.01%
+30
1433
$1K ﹤0.01%
+19
1434
$1K ﹤0.01%
+63
1435
$1K ﹤0.01%
+2
1436
$1K ﹤0.01%
+16
1437
$1K ﹤0.01%
+38
1438
$1K ﹤0.01%
+27
1439
$1K ﹤0.01%
+100
1440
$1K ﹤0.01%
+336
1441
$1K ﹤0.01%
+25
1442
$1K ﹤0.01%
+51
1443
$1K ﹤0.01%
+132
1444
$1K ﹤0.01%
+207
1445
$1K ﹤0.01%
+22
1446
$1K ﹤0.01%
+87
1447
$1K ﹤0.01%
+44
1448
$1K ﹤0.01%
+121
1449
$1K ﹤0.01%
+18
1450
$1K ﹤0.01%
+8
56 57
58
59 60