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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
+64
352
$6K ﹤0.01%
32
353
$6K ﹤0.01%
28
-875
354
$6K ﹤0.01%
+65
355
$6K ﹤0.01%
1,058
356
$6K ﹤0.01%
14
357
$6K ﹤0.01%
31
358
$6K ﹤0.01%
27
-193
359
$6K ﹤0.01%
29
360
$6K ﹤0.01%
36
361
$5K ﹤0.01%
63
362
$5K ﹤0.01%
15
363
$5K ﹤0.01%
102
364
$5K ﹤0.01%
50
365
$5K ﹤0.01%
+109
366
$5K ﹤0.01%
32
367
$5K ﹤0.01%
132
368
$5K ﹤0.01%
50
-81
369
$5K ﹤0.01%
+45
370
$5K ﹤0.01%
39
371
$5K ﹤0.01%
47
372
$5K ﹤0.01%
55
373
$5K ﹤0.01%
60
374
$5K ﹤0.01%
162
375
$5K ﹤0.01%
32
13 14
15
16 17