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
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K ﹤0.01%
+113
277
$8K ﹤0.01%
+138
278
$7K ﹤0.01%
+527
279
$7K ﹤0.01%
+81
280
$7K ﹤0.01%
+209
281
$7K ﹤0.01%
+46
282
$7K ﹤0.01%
+59
283
$6K ﹤0.01%
+132
284
$6K ﹤0.01%
+77
285
$6K ﹤0.01%
+166
286
$6K ﹤0.01%
+106
287
$6K ﹤0.01%
+958
288
$6K ﹤0.01%
+443
289
$6K ﹤0.01%
+102
290
$6K ﹤0.01%
+35
291
$6K ﹤0.01%
+130
292
$6K ﹤0.01%
+53
293
$6K ﹤0.01%
+87
294
$6K ﹤0.01%
+103
295
$6K ﹤0.01%
+278
296
$5K ﹤0.01%
+173
297
$5K ﹤0.01%
+125
298
$5K ﹤0.01%
+47
299
$5K ﹤0.01%
+92
300
$5K ﹤0.01%
+122
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