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
1501
$1K ﹤0.01%
+6
1502
$1K ﹤0.01%
+15
1503
$1K ﹤0.01%
+40
1504
$1K ﹤0.01%
+36
1505
$1K ﹤0.01%
+24
1506
$1K ﹤0.01%
+25
1507
$1K ﹤0.01%
+97
1508
$1K ﹤0.01%
+11
1509
$1K ﹤0.01%
+21
1510
$1K ﹤0.01%
+198
1511
$1K ﹤0.01%
+13
1512
$1K ﹤0.01%
+144
1513
$1K ﹤0.01%
+139
1514
$1K ﹤0.01%
+10
1515
$1K ﹤0.01%
106
-11,440
1516
$1K ﹤0.01%
+22
1517
$1K ﹤0.01%
+41
1518
$1K ﹤0.01%
+74
1519
$1K ﹤0.01%
+60
1520
$1K ﹤0.01%
+54
1521
$1K ﹤0.01%
+22
1522
$1K ﹤0.01%
+91
1523
$1K ﹤0.01%
+9
1524
$1K ﹤0.01%
+39
1525
$1K ﹤0.01%
+91
59 60
61
62 63