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
1476
$1K ﹤0.01%
+12
1477
$1K ﹤0.01%
+5
1478
$1K ﹤0.01%
+25
1479
$1K ﹤0.01%
+37
1480
$1K ﹤0.01%
+27
1481
$1K ﹤0.01%
+351
1482
$1K ﹤0.01%
+67
1483
$1K ﹤0.01%
+64
1484
$1K ﹤0.01%
+24
1485
$1K ﹤0.01%
+137
1486
$1K ﹤0.01%
+100
1487
$1K ﹤0.01%
+23
1488
$1K ﹤0.01%
+44
1489
$1K ﹤0.01%
+10
1490
$1K ﹤0.01%
+46
1491
$1K ﹤0.01%
+44
1492
$1K ﹤0.01%
+24
1493
$1K ﹤0.01%
+113
1494
$1K ﹤0.01%
+78
1495
$1K ﹤0.01%
+19
1496
$1K ﹤0.01%
+10
1497
$1K ﹤0.01%
+74
1498
$1K ﹤0.01%
+119
1499
$1K ﹤0.01%
+22
1500
$1K ﹤0.01%
+6
58 59
60
61 62