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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
+17
327
$8K ﹤0.01%
527
328
$8K ﹤0.01%
136
329
$8K ﹤0.01%
+255
330
$8K ﹤0.01%
1,058
331
$8K ﹤0.01%
443
332
$8K ﹤0.01%
100
333
$8K ﹤0.01%
46
334
$8K ﹤0.01%
318
335
$8K ﹤0.01%
99
-150
336
$8K ﹤0.01%
109
337
$7K ﹤0.01%
173
338
$7K ﹤0.01%
74
-2,933
339
$7K ﹤0.01%
132
340
$7K ﹤0.01%
+3
341
$7K ﹤0.01%
+39
342
$7K ﹤0.01%
166
343
$7K ﹤0.01%
+212
344
$7K ﹤0.01%
106
345
$7K ﹤0.01%
138
346
$7K ﹤0.01%
+100
347
$7K ﹤0.01%
76
348
$7K ﹤0.01%
77
+15
349
$7K ﹤0.01%
+100
350
$7K ﹤0.01%
100