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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K ﹤0.01%
166
277
$11K ﹤0.01%
150
278
$11K ﹤0.01%
143
+88
279
$11K ﹤0.01%
25
280
$11K ﹤0.01%
392
+162
281
$11K ﹤0.01%
129
282
$11K ﹤0.01%
100
283
$11K ﹤0.01%
103
284
$10K ﹤0.01%
166
285
$10K ﹤0.01%
966
286
$10K ﹤0.01%
35
287
$10K ﹤0.01%
80
288
$10K ﹤0.01%
320
289
$10K ﹤0.01%
459
+434
290
$10K ﹤0.01%
+245
291
$10K ﹤0.01%
+92
292
$10K ﹤0.01%
2,000
293
$10K ﹤0.01%
576
-1,284
294
$10K ﹤0.01%
612
295
$10K ﹤0.01%
+415
296
$10K ﹤0.01%
17
297
$10K ﹤0.01%
222
-237
298
$10K ﹤0.01%
72
+40
299
$9K ﹤0.01%
20
300
$9K ﹤0.01%
527
10 11
12
13 14