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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
239
+189
352
$3K ﹤0.01%
4
353
$3K ﹤0.01%
54
354
$2K ﹤0.01%
+100
355
$2K ﹤0.01%
29
356
$2K ﹤0.01%
31
-42
357
$2K ﹤0.01%
3
358
$2K ﹤0.01%
21
359
$2K ﹤0.01%
100
360
$2K ﹤0.01%
72
+12
361
$2K ﹤0.01%
25
362
$2K ﹤0.01%
139
363
$2K ﹤0.01%
+150
364
$2K ﹤0.01%
28
-9,356
365
$2K ﹤0.01%
4
366
$2K ﹤0.01%
9
367
$2K ﹤0.01%
82
-1
368
$2K ﹤0.01%
86
-604
369
$2K ﹤0.01%
8
370
$2K ﹤0.01%
175
371
$2K ﹤0.01%
11
372
$2K ﹤0.01%
19
373
$2K ﹤0.01%
86
374
$2K ﹤0.01%
40
375
$2K ﹤0.01%
26
-5,217
13 14
15
16 17