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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K ﹤0.01%
+102
227
$18K ﹤0.01%
300
228
$18K ﹤0.01%
368
229
$18K ﹤0.01%
249
+25
230
$18K ﹤0.01%
788
-794
231
$17K ﹤0.01%
250
232
$17K ﹤0.01%
229
233
$16K ﹤0.01%
1,250
234
$16K ﹤0.01%
50
235
$16K ﹤0.01%
53
+3
236
$16K ﹤0.01%
+150
237
$16K ﹤0.01%
359
238
$15K ﹤0.01%
111
239
$15K ﹤0.01%
43
240
$15K ﹤0.01%
+743
241
$14K ﹤0.01%
210
242
$14K ﹤0.01%
109
243
$14K ﹤0.01%
191
244
$13K ﹤0.01%
266
245
$13K ﹤0.01%
70
246
$13K ﹤0.01%
229
247
$13K ﹤0.01%
65
-26
248
$13K ﹤0.01%
443
249
$13K ﹤0.01%
225
250
$12K ﹤0.01%
166
8 9
10
11 12