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
1551
$1K ﹤0.01%
+100
1552
$1K ﹤0.01%
+6
1553
$1K ﹤0.01%
+48
1554
$1K ﹤0.01%
+81
1555
$1K ﹤0.01%
+22
1556
$1K ﹤0.01%
+65
1557
$1K ﹤0.01%
+46
1558
$1K ﹤0.01%
+37
1559
$1K ﹤0.01%
+2
1560
$1K ﹤0.01%
+31
1561
$1K ﹤0.01%
+14
1562
$1K ﹤0.01%
+83
1563
$1K ﹤0.01%
+39
1564
$1K ﹤0.01%
+3,000
1565
$1K ﹤0.01%
+70
1566
$1K ﹤0.01%
+40
1567
$1K ﹤0.01%
+38
1568
$1K ﹤0.01%
+62
1569
$1K ﹤0.01%
+82
1570
$1K ﹤0.01%
+6
1571
$1K ﹤0.01%
+715
1572
$1K ﹤0.01%
+10
1573
$1K ﹤0.01%
+69
1574
$1K ﹤0.01%
+30
1575
$1K ﹤0.01%
+211
61 62
63
64 65