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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
109
327
$7K ﹤0.01%
132
328
$7K ﹤0.01%
39
329
$7K ﹤0.01%
+2,054
330
$7K ﹤0.01%
215
331
$7K ﹤0.01%
117
332
$7K ﹤0.01%
+202
333
$7K ﹤0.01%
26
334
$7K ﹤0.01%
47
335
$7K ﹤0.01%
10
-66
336
$7K ﹤0.01%
103
+4
337
$7K ﹤0.01%
+98
338
$7K ﹤0.01%
+254
339
$7K ﹤0.01%
37
340
$7K ﹤0.01%
28
-38
341
$7K ﹤0.01%
63
342
$7K ﹤0.01%
1,058
343
$6K ﹤0.01%
164
344
$6K ﹤0.01%
142
345
$6K ﹤0.01%
50
346
$6K ﹤0.01%
33
-249
347
$6K ﹤0.01%
221
348
$6K ﹤0.01%
+197
349
$6K ﹤0.01%
+19
350
$6K ﹤0.01%
84
12 13
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