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
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K ﹤0.01%
+210
252
$11K ﹤0.01%
+50
253
$11K ﹤0.01%
+28
254
$11K ﹤0.01%
+55
255
$11K ﹤0.01%
+418
256
$11K ﹤0.01%
+158
257
$11K ﹤0.01%
+62
258
$10K ﹤0.01%
+142
259
$10K ﹤0.01%
+229
260
$10K ﹤0.01%
+84
261
$10K ﹤0.01%
+215
262
$10K ﹤0.01%
+44
263
$10K ﹤0.01%
+29
264
$9K ﹤0.01%
+809
265
$9K ﹤0.01%
+222
266
$9K ﹤0.01%
+35
267
$9K ﹤0.01%
+61
268
$9K ﹤0.01%
+216
269
$9K ﹤0.01%
+166
270
$9K ﹤0.01%
+151
271
$9K ﹤0.01%
+100
272
$9K ﹤0.01%
+16
273
$9K ﹤0.01%
+37
274
$8K ﹤0.01%
+966
275
$8K ﹤0.01%
+126
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