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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K ﹤0.01%
108
-107
252
$19K ﹤0.01%
53
253
$19K ﹤0.01%
246
+84
254
$19K ﹤0.01%
368
255
$19K ﹤0.01%
+658
256
$18K ﹤0.01%
1,250
257
$17K ﹤0.01%
+128
258
$17K ﹤0.01%
176
+95
259
$17K ﹤0.01%
434
+225
260
$17K ﹤0.01%
+500
261
$17K ﹤0.01%
102
262
$16K ﹤0.01%
320
+251
263
$16K ﹤0.01%
+690
264
$16K ﹤0.01%
359
265
$16K ﹤0.01%
66
-42
266
$16K ﹤0.01%
827
+12
267
$16K ﹤0.01%
12,780
268
$16K ﹤0.01%
743
269
$15K ﹤0.01%
+466
270
$15K ﹤0.01%
111
271
$15K ﹤0.01%
286
+184
272
$15K ﹤0.01%
+366
273
$15K ﹤0.01%
+486
274
$14K ﹤0.01%
+500
275
$14K ﹤0.01%
109
9 10
11
12 13