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
1526
$1K ﹤0.01%
+32
1527
$1K ﹤0.01%
+30
1528
$1K ﹤0.01%
+334
1529
$1K ﹤0.01%
+84
1530
$1K ﹤0.01%
+47
1531
$1K ﹤0.01%
+16
1532
$1K ﹤0.01%
+66
1533
$1K ﹤0.01%
+89
1534
$1K ﹤0.01%
+16
1535
$1K ﹤0.01%
+41
1536
$1K ﹤0.01%
+24
1537
$1K ﹤0.01%
+87
1538
$1K ﹤0.01%
+16
1539
$1K ﹤0.01%
+45
1540
$1K ﹤0.01%
+82
1541
$1K ﹤0.01%
+15
1542
$1K ﹤0.01%
+35
1543
$1K ﹤0.01%
+22
1544
$1K ﹤0.01%
+40
1545
$1K ﹤0.01%
+12
1546
$1K ﹤0.01%
+26
1547
$1K ﹤0.01%
+65
1548
$1K ﹤0.01%
+59
1549
$1K ﹤0.01%
+46
1550
$1K ﹤0.01%
+126
60 61
62
63 64