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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
288
+62
252
$14K 0.01%
170
253
$14K 0.01%
100
-47
254
$14K 0.01%
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$14K 0.01%
69
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$14K 0.01%
1,250
257
$13K 0.01%
225
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100
259
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284
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260
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132
261
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188
+79
262
$13K 0.01%
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263
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192
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264
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265
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266
$13K 0.01%
225
267
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321
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61
269
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272
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231
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273
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166
274
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329
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275
$12K 0.01%
30
9 10
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