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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
966
277
$9K ﹤0.01%
105
-25
278
$9K ﹤0.01%
476
-17,016
279
$9K ﹤0.01%
129
280
$9K ﹤0.01%
99
281
$9K ﹤0.01%
222
282
$8K ﹤0.01%
527
283
$8K ﹤0.01%
125
-11
284
$8K ﹤0.01%
46
285
$8K ﹤0.01%
178
286
$8K ﹤0.01%
15
-15
287
$8K ﹤0.01%
109
288
$8K ﹤0.01%
32
-18
289
$7K ﹤0.01%
3
290
$7K ﹤0.01%
39
291
$7K ﹤0.01%
166
292
$7K ﹤0.01%
212
293
$7K ﹤0.01%
33
-9,823
294
$7K ﹤0.01%
443
295
$7K ﹤0.01%
138
296
$7K ﹤0.01%
46
297
$7K ﹤0.01%
165
298
$7K ﹤0.01%
80
+30
299
$7K ﹤0.01%
143
-81,409
300
$7K ﹤0.01%
318
10 11
12
13 14