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
1676
$1K ﹤0.01%
+137
1677
$1K ﹤0.01%
+22
1678
$1K ﹤0.01%
+18
1679
$1K ﹤0.01%
+81
1680
$1K ﹤0.01%
+24
1681
$1K ﹤0.01%
+118
1682
$1K ﹤0.01%
+38
1683
$1K ﹤0.01%
+30
1684
$1K ﹤0.01%
+8
1685
$1K ﹤0.01%
+21
1686
$1K ﹤0.01%
+9
1687
$1K ﹤0.01%
+54
1688
$1K ﹤0.01%
+27
1689
$1K ﹤0.01%
+19
1690
$1K ﹤0.01%
+10
1691
$1K ﹤0.01%
+17
1692
$1K ﹤0.01%
+52
1693
$1K ﹤0.01%
+25
1694
$1K ﹤0.01%
+54
1695
$1K ﹤0.01%
+181
1696
$1K ﹤0.01%
+8
1697
$1K ﹤0.01%
+17
1698
$1K ﹤0.01%
+8
1699
$1K ﹤0.01%
+14
1700
$1K ﹤0.01%
+61
66 67
68
69 70