TCWA
Ten Capital Wealth Advisors Portfolio holdings
AUM
$345M
1-Year Return
9.66%
This Quarter Return
+4.88%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
–
10 Year Return
–
AUM
$410M
AUM Growth
+$51.2M
(+14%)
Cap. Flow
+$36.4M
Cap. Flow
% of AUM
8.89%
Top 10 Holdings %
Top 10 Hldgs %
38.01%
Holding
433
New
48
Increased
70
Reduced
93
Closed
42
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.81% |
| 2 | Healthcare | 2.55% |
| 3 | Industrials | 2.37% |
| 4 | Communication Services | 2.26% |
| 5 | Financials | 1.88% |
