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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
165
327
$8K ﹤0.01%
424
-417
328
$8K ﹤0.01%
+95
329
$8K ﹤0.01%
+20
330
$8K ﹤0.01%
+100
331
$8K ﹤0.01%
+64
332
$8K ﹤0.01%
+87
333
$8K ﹤0.01%
79
+70
334
$8K ﹤0.01%
12,780
335
$7K ﹤0.01%
164
336
$7K ﹤0.01%
215
+3
337
$7K ﹤0.01%
+221
338
$7K ﹤0.01%
84
339
$7K ﹤0.01%
100
340
$7K ﹤0.01%
25
341
$7K ﹤0.01%
80
342
$7K ﹤0.01%
230
-3,297
343
$7K ﹤0.01%
+50
344
$7K ﹤0.01%
83
345
$7K ﹤0.01%
37
346
$7K ﹤0.01%
+63
347
$7K ﹤0.01%
+30
348
$7K ﹤0.01%
+30
349
$6K ﹤0.01%
+55
350
$6K ﹤0.01%
132
12 13
14
15 16