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TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Fund
S&P 500
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
+$3.94M
2
+$2.06M
3
+$1.92M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.74M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.28M

Top Sells

1
+$564K
2
+$235K
3
+$194K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$190K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$184K

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%
500
327
$8K ﹤0.01%
109
328
$8K ﹤0.01%
+26
329
$8K ﹤0.01%
46
330
$8K ﹤0.01%
165
331
$8K ﹤0.01%
+20
332
$8K ﹤0.01%
+100
333
$8K ﹤0.01%
+64
334
$8K ﹤0.01%
+87
335
$7K ﹤0.01%
100
336
$7K ﹤0.01%
25
337
$7K ﹤0.01%
+30
338
$7K ﹤0.01%
164
339
$7K ﹤0.01%
215
+3
340
$7K ﹤0.01%
+221
341
$7K ﹤0.01%
84
342
$7K ﹤0.01%
80
343
$7K ﹤0.01%
230
-3,297
344
$7K ﹤0.01%
+50
345
$7K ﹤0.01%
83
346
$7K ﹤0.01%
37
347
$7K ﹤0.01%
+63
348
$7K ﹤0.01%
+30
349
$6K ﹤0.01%
132
350
$6K ﹤0.01%
1,058
12 13
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