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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
146,489
302
$10.6K ﹤0.01%
15
303
$10.5K ﹤0.01%
79
-170
304
$10.3K ﹤0.01%
42
305
$10K ﹤0.01%
30
-13
306
$9.87K ﹤0.01%
204
307
$9.86K ﹤0.01%
32
+5
308
$9.76K ﹤0.01%
166
309
$9.71K ﹤0.01%
320
310
$9.58K ﹤0.01%
46
+4
311
$9.48K ﹤0.01%
82
-124
312
$9.4K ﹤0.01%
62
-75
313
$9.38K ﹤0.01%
20
314
$9.33K ﹤0.01%
95
315
$9.29K ﹤0.01%
39
-99
316
$9.17K ﹤0.01%
79
317
$9.06K ﹤0.01%
138
318
$9.04K ﹤0.01%
44
319
$9.02K ﹤0.01%
179
+13
320
$8.92K ﹤0.01%
90
321
$8.8K ﹤0.01%
37
322
$8.77K ﹤0.01%
2,054
323
$8.69K ﹤0.01%
612
324
$8.68K ﹤0.01%
35
325
$8.66K ﹤0.01%
30
11 12
13
14 15