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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.01%
359
227
$18K 0.01%
100
228
$18K 0.01%
712
229
$18K 0.01%
229
230
$17K 0.01%
1,293
231
$17K 0.01%
359
232
$17K 0.01%
189
233
$17K 0.01%
225
234
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121
235
$17K 0.01%
128
236
$16K 0.01%
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237
$16K 0.01%
79
238
$16K 0.01%
191
239
$16K 0.01%
2,244
240
$15K 0.01%
50
241
$15K 0.01%
+117
242
$15K 0.01%
125
243
$15K 0.01%
30
244
$15K 0.01%
+164
245
$15K 0.01%
310
246
$15K 0.01%
96
247
$14K 0.01%
196
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248
$14K 0.01%
100
249
$14K 0.01%
25
250
$14K 0.01%
165
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10
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