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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
168
-295
277
$14K 0.01%
359
278
$13.9K 0.01%
61
279
$13.7K 0.01%
190
+81
280
$13.4K 0.01%
56
281
$13.1K 0.01%
2,244
282
$13.1K 0.01%
96
283
$13K 0.01%
200
284
$13K 0.01%
+200
285
$12.7K 0.01%
87
+41
286
$12.4K 0.01%
275
-190
287
$12.4K 0.01%
180
+14
288
$12.2K ﹤0.01%
405
289
$12.1K ﹤0.01%
656
+197
290
$11.8K ﹤0.01%
189
-480
291
$11.7K ﹤0.01%
415
292
$11.5K ﹤0.01%
70
293
$11.4K ﹤0.01%
162
294
$11.4K ﹤0.01%
158
295
$11.3K ﹤0.01%
100
296
$11.3K ﹤0.01%
135
297
$11.3K ﹤0.01%
51
298
$11.2K ﹤0.01%
215
-80
299
$11.2K ﹤0.01%
151
300
$11.2K ﹤0.01%
125
10 11
12
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