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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Sells

1 +$744K
2 +$642K
3 +$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$30.1K 0.01%
344
227
$30K 0.01%
275
228
$29.4K 0.01%
926
+14
229
$29.1K 0.01%
214
230
$28.5K 0.01%
271
231
$28.3K 0.01%
272
232
$28K 0.01%
818
-39
233
$27.8K 0.01%
1,491
234
$27.5K 0.01%
1,251
235
$27.4K 0.01%
580
236
$27.2K 0.01%
807
237
$27K 0.01%
658
238
$26.9K 0.01%
+614
239
$26.9K 0.01%
834
240
$26.4K 0.01%
1,900
241
$26.3K 0.01%
231
+50
242
$26K 0.01%
324
243
$25.9K 0.01%
431
244
$25.5K 0.01%
68
245
$24.9K 0.01%
211
+142
246
$24.7K 0.01%
604
247
$24.6K 0.01%
816
248
$24.4K 0.01%
178
249
$23.6K 0.01%
410
250
$22.9K 0.01%
358