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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K ﹤0.01%
+178
277
$8K ﹤0.01%
62
278
$7K ﹤0.01%
527
279
$7K ﹤0.01%
136
+11
280
$7K ﹤0.01%
166
281
$7K ﹤0.01%
81
282
$7K ﹤0.01%
209
283
$7K ﹤0.01%
443
284
$7K ﹤0.01%
138
285
$7K ﹤0.01%
35
286
$7K ﹤0.01%
46
287
$7K ﹤0.01%
+76
288
$7K ﹤0.01%
109
-49
289
$7K ﹤0.01%
31
+16
290
$6K ﹤0.01%
173
291
$6K ﹤0.01%
132
292
$6K ﹤0.01%
+114
293
$6K ﹤0.01%
106
294
$6K ﹤0.01%
1,058
+100
295
$6K ﹤0.01%
+50
296
$5K ﹤0.01%
92
297
$5K ﹤0.01%
84
298
$5K ﹤0.01%
102
299
$5K ﹤0.01%
62
300
$5K ﹤0.01%
100