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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K ﹤0.01%
83
-28,418
302
$7K ﹤0.01%
62
303
$6K ﹤0.01%
164
304
$6K ﹤0.01%
1,058
305
$6K ﹤0.01%
84
306
$6K ﹤0.01%
100
307
$6K ﹤0.01%
25
308
$6K ﹤0.01%
76
309
$6K ﹤0.01%
31
310
$6K ﹤0.01%
44
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311
$6K ﹤0.01%
96
312
$6K ﹤0.01%
37
-24,711
313
$6K ﹤0.01%
+29
314
$5K ﹤0.01%
132
315
$5K ﹤0.01%
102
316
$5K ﹤0.01%
50
317
$5K ﹤0.01%
132
318
$5K ﹤0.01%
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319
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320
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+291
321
$5K ﹤0.01%
163
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322
$5K ﹤0.01%
14
323
$5K ﹤0.01%
47
-21,090
324
$5K ﹤0.01%
+60
325
$5K ﹤0.01%
150
-982
11 12
13
14 15