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
$220M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$2.25M
3 +$468K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$287K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$259K

Sector Composition

1 Technology 4.08%
2 Financials 1.34%
3 Consumer Discretionary 1.11%
4 Healthcare 1%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
+150
327
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+15
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+52
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250
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100
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$8K ﹤0.01%
100
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345
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25
346
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+90
347
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576
348
$8K ﹤0.01%
415
349
$8K ﹤0.01%
100
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$8K ﹤0.01%
20