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Home > Institutional Investor > Tcwp Llc > Profile

Instuitional Investor - Tcwp Llc

Fund Profile
Filing Period:
Fund Name: Tcwp Llc
Portfolio Value $35,389,258
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 19,736 $3,799,772 10.73%
2.
Blackrock Etf Trust
 48,682 $2,548,004 7.19%
3.
Spdr Series Trust
 39,585 $2,212,801 6.25%
4.
Microsoft Corp
 MSFT 5,342 $2,008,806 5.67%
5.
Ishares Tr
 13,967 $1,352,664 3.82%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)