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
1626
$1K ﹤0.01%
+148
1627
$1K ﹤0.01%
+19
1628
$1K ﹤0.01%
+26
1629
$1K ﹤0.01%
+40
1630
$1K ﹤0.01%
+46
1631
$1K ﹤0.01%
+18
1632
$1K ﹤0.01%
+132
1633
$1K ﹤0.01%
+59
1634
$1K ﹤0.01%
+99
1635
$1K ﹤0.01%
+34
1636
$1K ﹤0.01%
+24
1637
$1K ﹤0.01%
+43
1638
$1K ﹤0.01%
+104
1639
$1K ﹤0.01%
+10
1640
$1K ﹤0.01%
+12
1641
$1K ﹤0.01%
+12
1642
$1K ﹤0.01%
+45
1643
$1K ﹤0.01%
+136
1644
$1K ﹤0.01%
+8
1645
$1K ﹤0.01%
+200
1646
$1K ﹤0.01%
+102
1647
$1K ﹤0.01%
+16
1648
$1K ﹤0.01%
+17
1649
$1K ﹤0.01%
+66
1650
$1K ﹤0.01%
+121
64 65
66
67 68