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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
2,244
302
$9K ﹤0.01%
527
303
$9K ﹤0.01%
+250
304
$9K ﹤0.01%
+125
305
$9K ﹤0.01%
166
306
$9K ﹤0.01%
966
307
$9K ﹤0.01%
33
308
$9K ﹤0.01%
65
309
$9K ﹤0.01%
23
+20
310
$9K ﹤0.01%
500
311
$9K ﹤0.01%
500
312
$9K ﹤0.01%
99
+55
313
$9K ﹤0.01%
109
314
$9K ﹤0.01%
+100
315
$8K ﹤0.01%
109
316
$8K ﹤0.01%
+195
317
$8K ﹤0.01%
39
318
$8K ﹤0.01%
+100
319
$8K ﹤0.01%
166
320
$8K ﹤0.01%
+160
321
$8K ﹤0.01%
500
322
$8K ﹤0.01%
135
-16
323
$8K ﹤0.01%
443
324
$8K ﹤0.01%
+26
325
$8K ﹤0.01%
46
11 12
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