TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.06M
3
+$1.92M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.74M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.28M

Top Sells

1
+$564K
2
+$235K
3
+$194K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$190K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$184K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.01%
+84
277
$13K 0.01%
240
278
$13K 0.01%
443
279
$13K 0.01%
225
280
$13K 0.01%
61
281
$13K 0.01%
+275
282
$12K ﹤0.01%
+320
283
$12K ﹤0.01%
+197
284
$12K ﹤0.01%
44
285
$12K ﹤0.01%
165
-62
286
$11K ﹤0.01%
170
287
$11K ﹤0.01%
+117
288
$11K ﹤0.01%
80
-4
289
$11K ﹤0.01%
150
-18
290
$11K ﹤0.01%
105
291
$11K ﹤0.01%
129
292
$11K ﹤0.01%
+68
293
$11K ﹤0.01%
612
294
$11K ﹤0.01%
17
295
$11K ﹤0.01%
103
-1,207
296
$10K ﹤0.01%
+95
297
$10K ﹤0.01%
285
+245
298
$10K ﹤0.01%
320
299
$10K ﹤0.01%
418
300
$10K ﹤0.01%
2,244
10 11
12
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