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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K ﹤0.01%
+612
302
$12K ﹤0.01%
50
+6
303
$11K ﹤0.01%
+36
304
$11K ﹤0.01%
+170
305
$11K ﹤0.01%
166
306
$11K ﹤0.01%
130
+100
307
$11K ﹤0.01%
+76
308
$10K ﹤0.01%
+100
309
$10K ﹤0.01%
212
310
$10K ﹤0.01%
359
311
$10K ﹤0.01%
320
312
$10K ﹤0.01%
44
+9
313
$10K ﹤0.01%
+44
314
$10K ﹤0.01%
+436
315
$10K ﹤0.01%
178
316
$10K ﹤0.01%
222
317
$10K ﹤0.01%
62
318
$10K ﹤0.01%
350
319
$9K ﹤0.01%
190
+120
320
$9K ﹤0.01%
966
321
$9K ﹤0.01%
+313
322
$9K ﹤0.01%
170
323
$9K ﹤0.01%
178
324
$9K ﹤0.01%
+129
325
$9K ﹤0.01%
55
11 12
13
14 15