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
1651
$1K ﹤0.01%
+23
1652
$1K ﹤0.01%
+79
1653
$1K ﹤0.01%
+27
1654
$1K ﹤0.01%
+33
1655
$1K ﹤0.01%
+63
1656
$1K ﹤0.01%
+27
1657
$1K ﹤0.01%
+18
1658
$1K ﹤0.01%
+45
1659
$1K ﹤0.01%
+32
1660
$1K ﹤0.01%
+64
1661
$1K ﹤0.01%
+68
1662
$1K ﹤0.01%
+19
1663
$1K ﹤0.01%
+173
1664
$1K ﹤0.01%
+104
1665
$1K ﹤0.01%
+48
1666
$1K ﹤0.01%
+54
1667
$1K ﹤0.01%
+52
1668
$1K ﹤0.01%
+20
1669
$1K ﹤0.01%
+49
1670
$1K ﹤0.01%
+172
1671
$1K ﹤0.01%
+36
1672
$1K ﹤0.01%
+29
1673
$1K ﹤0.01%
+8
1674
$1K ﹤0.01%
+41
1675
$1K ﹤0.01%
+10
65 66
67
68 69