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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
100
252
$12K ﹤0.01%
418
253
$12K ﹤0.01%
222
254
$11K ﹤0.01%
+455
255
$11K ﹤0.01%
162
256
$11K ﹤0.01%
500
257
$11K ﹤0.01%
464
-7,000
258
$11K ﹤0.01%
50
259
$11K ﹤0.01%
815
+6
260
$10K ﹤0.01%
166
261
$10K ﹤0.01%
84
262
$10K ﹤0.01%
2,244
+1,784
263
$10K ﹤0.01%
+350
264
$9K ﹤0.01%
966
265
$9K ﹤0.01%
+222
266
$9K ﹤0.01%
44
267
$9K ﹤0.01%
+212
268
$9K ﹤0.01%
359
-523
269
$9K ﹤0.01%
320
-72
270
$9K ﹤0.01%
+178
271
$9K ﹤0.01%
+124
272
$9K ﹤0.01%
318
273
$9K ﹤0.01%
55
274
$8K ﹤0.01%
170
-45
275
$8K ﹤0.01%
100
9 10
11
12 13