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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
149
+14
302
$9K ﹤0.01%
65
303
$9K ﹤0.01%
443
304
$9K ﹤0.01%
+85
305
$9K ﹤0.01%
54
306
$9K ﹤0.01%
418
307
$8K ﹤0.01%
55
308
$8K ﹤0.01%
+229
309
$8K ﹤0.01%
197
310
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30
311
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100
312
$8K ﹤0.01%
+53
313
$8K ﹤0.01%
70
-9
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$8K ﹤0.01%
250
315
$8K ﹤0.01%
100
316
$8K ﹤0.01%
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317
$8K ﹤0.01%
33
318
$8K ﹤0.01%
+390
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$8K ﹤0.01%
35
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$8K ﹤0.01%
23
321
$8K ﹤0.01%
46
322
$8K ﹤0.01%
165
323
$8K ﹤0.01%
68
324
$8K ﹤0.01%
424
325
$8K ﹤0.01%
20
11 12
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14 15