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
1926
$0 ﹤0.01%
+245
1927
$0 ﹤0.01%
+24
1928
$0 ﹤0.01%
+437
1929
$0 ﹤0.01%
+42
1930
$0 ﹤0.01%
+12
1931
$0 ﹤0.01%
+32
1932
– –
-13,175
1933
$0 ﹤0.01%
+21
1934
$0 ﹤0.01%
+27
1935
$0 ﹤0.01%
+2
1936
$0 ﹤0.01%
+5
1937
$0 ﹤0.01%
+32
1938
$0 ﹤0.01%
+18
1939
$0 ﹤0.01%
+71
1940
$0 ﹤0.01%
+9
1941
$0 ﹤0.01%
+48
1942
$0 ﹤0.01%
+3
1943
$0 ﹤0.01%
+25
1944
$0 ﹤0.01%
+120
1945
$0 ﹤0.01%
+6
1946
$0 ﹤0.01%
+25
1947
$0 ﹤0.01%
+2
1948
$0 ﹤0.01%
+2
1949
$0 ﹤0.01%
+38
1950
$0 ﹤0.01%
+132
76 77
78
79 80