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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
83
327
$2K ﹤0.01%
+98
328
$2K ﹤0.01%
10
329
$2K ﹤0.01%
22
330
$2K ﹤0.01%
40
331
$2K ﹤0.01%
280
+100
332
$2K ﹤0.01%
17
333
$1K ﹤0.01%
+200
334
$1K ﹤0.01%
11
335
$1K ﹤0.01%
7
336
$1K ﹤0.01%
2
337
$1K ﹤0.01%
+60
338
$1K ﹤0.01%
94
339
$1K ﹤0.01%
42
340
$1K ﹤0.01%
55
341
$1K ﹤0.01%
20
342
$1K ﹤0.01%
45
343
$1K ﹤0.01%
109
344
$1K ﹤0.01%
+50
345
$1K ﹤0.01%
11
346
$1K ﹤0.01%
86
347
$1K ﹤0.01%
97
+23
348
$1K ﹤0.01%
31
349
$1K ﹤0.01%
38
350
$1K ﹤0.01%
+100
12 13
14
15 16