TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K ﹤0.01%
+50
227
$17K ﹤0.01%
+229
228
$16K ﹤0.01%
+1,250
229
$16K ﹤0.01%
+145
230
$15K ﹤0.01%
+111
231
$15K ﹤0.01%
+191
232
$15K ﹤0.01%
+359
233
$15K ﹤0.01%
+44
234
$15K ﹤0.01%
+43
235
$14K ﹤0.01%
+70
236
$14K ﹤0.01%
+109
237
$14K ﹤0.01%
+120
238
$14K ﹤0.01%
+50
239
$13K ﹤0.01%
+266
240
$13K ﹤0.01%
+281
241
$13K ﹤0.01%
+250
242
$13K ﹤0.01%
+443
243
$13K ﹤0.01%
+162
244
$13K ﹤0.01%
+225
245
$12K ﹤0.01%
+166
246
$12K ﹤0.01%
+100
247
$12K ﹤0.01%
+70
248
$12K ﹤0.01%
+392
249
$12K ﹤0.01%
+500
250
$12K ﹤0.01%
+318
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