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
1576
$1K ﹤0.01%
+16
1577
$1K ﹤0.01%
+5
1578
$1K ﹤0.01%
+97
1579
$1K ﹤0.01%
+52
1580
$1K ﹤0.01%
+1,012
1581
$1K ﹤0.01%
+14
1582
$1K ﹤0.01%
+10
1583
$1K ﹤0.01%
+25
1584
$1K ﹤0.01%
+72
1585
$1K ﹤0.01%
+27
1586
$1K ﹤0.01%
+20
1587
$1K ﹤0.01%
+5
1588
$1K ﹤0.01%
+37
1589
$1K ﹤0.01%
+102
1590
$1K ﹤0.01%
+107
1591
$1K ﹤0.01%
+100
1592
$1K ﹤0.01%
+71
1593
$1K ﹤0.01%
+203
1594
$1K ﹤0.01%
+63
1595
$1K ﹤0.01%
+18
1596
$1K ﹤0.01%
+61
1597
$1K ﹤0.01%
+35
1598
$1K ﹤0.01%
+31
1599
$1K ﹤0.01%
+11
1600
$1K ﹤0.01%
+27
62 63
64
65 66