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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.01%
96
252
$12K 0.01%
+168
253
$12K 0.01%
42
254
$12K 0.01%
225
255
$12K 0.01%
500
256
$12K 0.01%
+125
257
$12K 0.01%
612
258
$12K 0.01%
+200
259
$12K 0.01%
2,244
260
$11K 0.01%
+265
261
$11K 0.01%
166
262
$11K 0.01%
84
263
$11K 0.01%
44
264
$11K 0.01%
418
265
$10K ﹤0.01%
170
266
$10K ﹤0.01%
166
267
$10K ﹤0.01%
109
268
$10K ﹤0.01%
151
+45
269
$10K ﹤0.01%
65
270
$10K ﹤0.01%
320
271
$10K ﹤0.01%
178
272
$10K ﹤0.01%
500
273
$10K ﹤0.01%
17
274
$10K ﹤0.01%
350
275
$9K ﹤0.01%
190
9 10
11
12 13