TCWA
Ten Capital Wealth Advisors Portfolio holdings
AUM
$345M
1-Year Return
9.66%
This Quarter Return
+5.16%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
–
10 Year Return
–
AUM
$441M
AUM Growth
+$31.6M
(+7.7%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
38.89%
Holding
575
New
116
Increased
104
Reduced
82
Closed
13
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.72% |
| 2 | Healthcare | 2.42% |
| 3 | Industrials | 2.09% |
| 4 | Communication Services | 2.08% |
| 5 | Financials | 1.88% |
