TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$4.92M
3
+$3.59M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.59M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.7M

Top Sells

1
+$5M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$363K
5
PFE icon
Pfizer
PFE
+$148K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
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342
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345
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346
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347
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348
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+109
349
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+86
350
$1K ﹤0.01%
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