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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.01%
128
227
$27K 0.01%
421
228
$26K 0.01%
10,000
229
$26K 0.01%
210
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$26K 0.01%
312
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231
$26K 0.01%
946
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232
$25K 0.01%
104
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233
$25K 0.01%
358
234
$25K 0.01%
+483
235
$25K 0.01%
110
236
$25K 0.01%
321
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237
$25K 0.01%
+1,250
238
$24K 0.01%
147
239
$24K 0.01%
1,106
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240
$24K 0.01%
+176
241
$24K 0.01%
459
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242
$23K 0.01%
83
243
$23K 0.01%
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244
$22K 0.01%
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$22K 0.01%
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$22K 0.01%
+271
247
$21K ﹤0.01%
678
248
$21K ﹤0.01%
50
249
$20K ﹤0.01%
300
250
$20K ﹤0.01%
+502
8 9
10
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