TCWA
Ten Capital Wealth Advisors Portfolio holdings
AUM
$345M
1-Year Return
9.66%
This Quarter Return
+5.95%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
+$31.2M
(+15%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
7.68%
Top 10 Holdings %
Top 10 Hldgs %
66.73%
Holding
537
New
99
Increased
76
Reduced
68
Closed
43
Top Buys
| 1 |
Procore
PCOR
|
+$3.6M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
+$2.14M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.99M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.81M |
| 5 |
First Trust US Equity Opportunities ETF
FPX
|
+$1.24M |
Top Sells
Sector Composition
| 1 | Technology | 4.74% |
| 2 | Consumer Discretionary | 1.16% |
| 3 | Healthcare | 0.95% |
| 4 | Financials | 0.95% |
| 5 | Industrials | 0.57% |
