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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K ﹤0.01%
+96
277
$14K ﹤0.01%
229
278
$14K ﹤0.01%
443
279
$14K ﹤0.01%
191
280
$14K ﹤0.01%
+61
281
$14K ﹤0.01%
+189
282
$14K ﹤0.01%
+328
283
$14K ﹤0.01%
+278
284
$14K ﹤0.01%
+300
285
$13K ﹤0.01%
210
286
$13K ﹤0.01%
+1,293
287
$13K ﹤0.01%
166
288
$13K ﹤0.01%
100
289
$13K ﹤0.01%
455
290
$13K ﹤0.01%
+68
291
$13K ﹤0.01%
225
292
$13K ﹤0.01%
500
293
$13K ﹤0.01%
418
294
$13K ﹤0.01%
+69
295
$13K ﹤0.01%
2,244
296
$12K ﹤0.01%
65
297
$12K ﹤0.01%
+353
298
$12K ﹤0.01%
84
299
$12K ﹤0.01%
+42
300
$12K ﹤0.01%
464
10 11
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