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
$308M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.55%
2 Financials 1.32%
3 Healthcare 1.11%
4 Consumer Discretionary 1.08%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EL icon
326
Estee Lauder
EL
$36.8B
$15.3K 0.01%
62
+27
SNA icon
327
Snap-on
SNA
$17.9B
$15.1K ﹤0.01%
61
FEMS icon
328
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$266M
$14.9K ﹤0.01%
400
BAX icon
329
Baxter International
BAX
$11.8B
$14.8K ﹤0.01%
366
DDL
330
Dingdong
DDL
$410M
$14.2K ﹤0.01%
3,675
+1,621
CSGP icon
331
CoStar Group
CSGP
$33B
$14.2K ﹤0.01%
+206
FNV icon
332
Franco-Nevada
FNV
$36.6B
$14K ﹤0.01%
96
USMV icon
333
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$14K ﹤0.01%
192
+2
XLI icon
334
Industrial Select Sector SPDR Fund
XLI
$23.9B
$13.8K ﹤0.01%
136
+41
RSP icon
335
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$13.7K ﹤0.01%
95
-3,514
CRWD icon
336
CrowdStrike
CRWD
$132B
$13.7K ﹤0.01%
+100
ENB icon
337
Enbridge
ENB
$102B
$13.7K ﹤0.01%
359
DE icon
338
Deere & Co
DE
$128B
$13.6K ﹤0.01%
+33
SPYD icon
339
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.37B
$13.5K ﹤0.01%
+355
ANET icon
340
Arista Networks
ANET
$193B
$13.4K ﹤0.01%
320
AMP icon
341
Ameriprise Financial
AMP
$45.2B
$13.2K ﹤0.01%
+43
BROS icon
342
Dutch Bros
BROS
$7.23B
$13.1K ﹤0.01%
415
SUSB icon
343
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
$13.1K ﹤0.01%
+545
ESGE icon
344
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$13.1K ﹤0.01%
416
+11
GILD icon
345
Gilead Sciences
GILD
$150B
$13K ﹤0.01%
+157
IWX icon
346
iShares Russell Top 200 Value ETF
IWX
$2.89B
$13K ﹤0.01%
200
TSCO icon
347
Tractor Supply
TSCO
$29.8B
$12.9K ﹤0.01%
275
GE icon
348
GE Aerospace
GE
$321B
$12.8K ﹤0.01%
168
-47
TMO icon
349
Thermo Fisher Scientific
TMO
$216B
$12.7K ﹤0.01%
+22
TQQQ icon
350
ProShares UltraPro QQQ
TQQQ
$29.9B
$12.6K ﹤0.01%
+445