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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
66
227
$15K 0.01%
100
228
$15K 0.01%
+132
229
$15K 0.01%
229
-83
230
$15K 0.01%
+231
231
$15K 0.01%
189
232
$15K 0.01%
371
+43
233
$15K 0.01%
278
234
$14K 0.01%
240
+30
235
$14K 0.01%
300
236
$14K 0.01%
284
-6,631
237
$14K 0.01%
182
-6,865
238
$14K 0.01%
359
-75
239
$14K 0.01%
443
240
$14K 0.01%
68
241
$14K 0.01%
69
242
$13K 0.01%
131
-45
243
$13K 0.01%
61
244
$13K 0.01%
102
245
$13K 0.01%
12,780
246
$13K 0.01%
743
247
$12K 0.01%
36
248
$12K 0.01%
1,293
249
$12K 0.01%
100
250
$12K 0.01%
500
8 9
10
11 12