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
1451
$1K ﹤0.01%
+624
1452
$1K ﹤0.01%
+79
1453
$1K ﹤0.01%
+14
1454
$1K ﹤0.01%
+5
1455
$1K ﹤0.01%
+22
1456
$1K ﹤0.01%
+12
1457
$1K ﹤0.01%
+25
1458
$1K ﹤0.01%
+37
1459
$1K ﹤0.01%
+27
1460
$1K ﹤0.01%
+351
1461
$1K ﹤0.01%
+67
1462
$1K ﹤0.01%
+64
1463
$1K ﹤0.01%
+24
1464
$1K ﹤0.01%
+137
1465
$1K ﹤0.01%
+100
1466
$1K ﹤0.01%
+23
1467
$1K ﹤0.01%
+44
1468
$1K ﹤0.01%
+10
1469
$1K ﹤0.01%
+46
1470
$1K ﹤0.01%
+44
1471
$1K ﹤0.01%
+24
1472
$1K ﹤0.01%
+113
1473
$1K ﹤0.01%
+78
1474
$1K ﹤0.01%
+19
1475
$1K ﹤0.01%
+10
57 58
59
60 61