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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.65K ﹤0.01%
34
-20
327
$8.57K ﹤0.01%
320
328
$8.5K ﹤0.01%
2,000
329
$8.46K ﹤0.01%
120
330
$8.32K ﹤0.01%
300
+50
331
$8.27K ﹤0.01%
100
332
$8.2K ﹤0.01%
100
333
$8.16K ﹤0.01%
27
+2
334
$8.14K ﹤0.01%
+200
335
$7.94K ﹤0.01%
45
+4
336
$7.84K ﹤0.01%
175
337
$7.79K ﹤0.01%
65
338
$7.77K ﹤0.01%
168
-24
339
$7.76K ﹤0.01%
100
340
$7.61K ﹤0.01%
415
341
$7.51K ﹤0.01%
100
342
$7.5K ﹤0.01%
86
343
$7.41K ﹤0.01%
30
-4
344
$7.41K ﹤0.01%
79
-37
345
$7.28K ﹤0.01%
125
346
$7.09K ﹤0.01%
318
347
$6.97K ﹤0.01%
52
348
$6.95K ﹤0.01%
390
349
$6.92K ﹤0.01%
27
350
$6.92K ﹤0.01%
32
12 13
14
15 16