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
1826
$0 ﹤0.01%
+5
1827
$0 ﹤0.01%
+24
1828
$0 ﹤0.01%
+39
1829
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1830
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+10
1831
$0 ﹤0.01%
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1832
$0 ﹤0.01%
+323
1833
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1834
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1835
$0 ﹤0.01%
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1836
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1837
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+1,000
1838
$0 ﹤0.01%
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1839
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+24
1840
$0 ﹤0.01%
+8
1841
$0 ﹤0.01%
+54
1842
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1843
$0 ﹤0.01%
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1844
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1845
0
1846
$0 ﹤0.01%
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1847
$0 ﹤0.01%
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1848
$0 ﹤0.01%
+24
1849
$0 ﹤0.01%
+12
1850
$0 ﹤0.01%
+2