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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
+76
252
$16K 0.01%
30
-40
253
$16K 0.01%
+25
254
$16K 0.01%
+70
255
$16K 0.01%
189
256
$16K 0.01%
658
257
$16K 0.01%
486
258
$15K 0.01%
42
259
$15K 0.01%
229
260
$15K 0.01%
366
-48
261
$15K 0.01%
371
262
$15K 0.01%
278
263
$14K 0.01%
132
264
$14K 0.01%
359
265
$14K 0.01%
+25
266
$14K 0.01%
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267
$14K 0.01%
170
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268
$14K 0.01%
+30
269
$14K 0.01%
161
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270
$13K 0.01%
+20
271
$13K 0.01%
240
272
$13K 0.01%
100
273
$13K 0.01%
166
274
$13K 0.01%
+100
275
$13K 0.01%
+35
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