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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
162
327
$5K ﹤0.01%
36
328
$5K ﹤0.01%
248
-87
329
$4K ﹤0.01%
1,000
330
$4K ﹤0.01%
36
331
$4K ﹤0.01%
62
332
$4K ﹤0.01%
54
333
$4K ﹤0.01%
39
334
$4K ﹤0.01%
+152
335
$4K ﹤0.01%
55
+32
336
$4K ﹤0.01%
123
+100
337
$4K ﹤0.01%
149
338
$4K ﹤0.01%
33
339
$4K ﹤0.01%
26
340
$4K ﹤0.01%
63
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341
$4K ﹤0.01%
15
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342
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50
343
$3K ﹤0.01%
20
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344
$3K ﹤0.01%
125
345
$3K ﹤0.01%
73
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346
$3K ﹤0.01%
85
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347
$3K ﹤0.01%
24
348
$3K ﹤0.01%
69
349
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+21
350
$3K ﹤0.01%
18
-17,089
12 13
14
15 16