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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
+164
352
$6K ﹤0.01%
+50
353
$6K ﹤0.01%
114
354
$6K ﹤0.01%
+300
355
$6K ﹤0.01%
84
356
$6K ﹤0.01%
+46
357
$6K ﹤0.01%
+165
358
$6K ﹤0.01%
+31
359
$6K ﹤0.01%
335
360
$5K ﹤0.01%
31
+20
361
$5K ﹤0.01%
73
+25
362
$5K ﹤0.01%
150
363
$5K ﹤0.01%
+102
364
$5K ﹤0.01%
+50
365
$5K ﹤0.01%
32
366
$5K ﹤0.01%
47
367
$5K ﹤0.01%
28
368
$5K ﹤0.01%
+14
369
$5K ﹤0.01%
+25
370
$5K ﹤0.01%
+50
371
$5K ﹤0.01%
+162
372
$5K ﹤0.01%
+26
373
$5K ﹤0.01%
+28
374
$5K ﹤0.01%
+96
375
$5K ﹤0.01%
+36
13 14
15
16 17