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
(-4.4%)
Cap. Flow
+$3.04M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
64.4%
Holding
653
New
150
Increased
136
Reduced
64
Closed
50
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.35M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
+$2.25M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$468K |
| 4 |
iShares US Equity Factor ETF
LRGF
|
+$287K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$259K |
Top Sells
Sector Composition
| 1 | Technology | 4.08% |
| 2 | Financials | 1.34% |
| 3 | Consumer Discretionary | 1.11% |
| 4 | Healthcare | 1% |
| 5 | Industrials | 0.7% |
