TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Return 9.66%
This Quarter Return
-5.51%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
10 Year Return
AUM
$220M
AUM Growth
-$10.1M
Cap. Flow
+$3.04M
Cap. Flow %
1.38%
Top 10 Hldgs %
64.4%
Holding
653
New
150
Increased
136
Reduced
64
Closed
50
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IUSV icon
301
iShares Core S&P US Value ETF
IUSV
$22B
$10K ﹤0.01%
162
LW icon
302
Lamb Weston
LW
$8.02B
$10K ﹤0.01%
+125
New +$10K
ODFL icon
303
Old Dominion Freight Line
ODFL
$31.8B
$10K ﹤0.01%
+84
New +$10K
TMO icon
304
Thermo Fisher Scientific
TMO
$184B
$10K ﹤0.01%
20
+3
+18% +$1.5K
TMUS icon
305
T-Mobile US
TMUS
$273B
$10K ﹤0.01%
+74
New +$10K
WEC icon
306
WEC Energy
WEC
$34.6B
$10K ﹤0.01%
+116
New +$10K
AZPN
307
DELISTED
Aspen Technology Inc
AZPN
$10K ﹤0.01%
+44
New +$10K
HIG icon
308
Hartford Financial Services
HIG
$36.7B
$9K ﹤0.01%
+150
New +$9K
AFL icon
309
Aflac
AFL
$56.9B
$9K ﹤0.01%
158
+119
+305% +$6.78K
ANET icon
310
Arista Networks
ANET
$176B
$9K ﹤0.01%
320
CB icon
311
Chubb
CB
$111B
$9K ﹤0.01%
+51
New +$9K
CTVA icon
312
Corteva
CTVA
$49.5B
$9K ﹤0.01%
166
GMED icon
313
Globus Medical
GMED
$8.04B
$9K ﹤0.01%
+151
New +$9K
GNRC icon
314
Generac Holdings
GNRC
$10.8B
$9K ﹤0.01%
50
HCA icon
315
HCA Healthcare
HCA
$97.8B
$9K ﹤0.01%
+50
New +$9K
IGM icon
316
iShares Expanded Tech Sector ETF
IGM
$8.84B
$9K ﹤0.01%
192
LHX icon
317
L3Harris
LHX
$51.2B
$9K ﹤0.01%
+42
New +$9K
NOW icon
318
ServiceNow
NOW
$195B
$9K ﹤0.01%
25
NSC icon
319
Norfolk Southern
NSC
$61.8B
$9K ﹤0.01%
+42
New +$9K
O icon
320
Realty Income
O
$54B
$9K ﹤0.01%
150
-54
-26% -$3.24K
RIVN icon
321
Rivian
RIVN
$17B
$9K ﹤0.01%
288
SPXS icon
322
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$439M
$9K ﹤0.01%
318
STZ icon
323
Constellation Brands
STZ
$25.8B
$9K ﹤0.01%
+40
New +$9K
VRTX icon
324
Vertex Pharmaceuticals
VRTX
$101B
$9K ﹤0.01%
30
VYM icon
325
Vanguard High Dividend Yield ETF
VYM
$64.2B
$9K ﹤0.01%
+90
New +$9K