TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Fund
S&P 500
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
+$3.94M
2
+$2.06M
3
+$1.92M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.74M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.28M

Top Sells

1
+$564K
2
+$235K
3
+$194K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$190K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$184K

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%
+65
354
$6K ﹤0.01%
1,058
355
$6K ﹤0.01%
14
356
$6K ﹤0.01%
31
357
$6K ﹤0.01%
27
-193
358
$6K ﹤0.01%
29
359
$6K ﹤0.01%
36
360
$6K ﹤0.01%
56
-1,750
361
$5K ﹤0.01%
102
362
$5K ﹤0.01%
50
363
$5K ﹤0.01%
132
364
$5K ﹤0.01%
50
-81
365
$5K ﹤0.01%
+45
366
$5K ﹤0.01%
39
367
$5K ﹤0.01%
47
368
$5K ﹤0.01%
55
369
$5K ﹤0.01%
60
370
$5K ﹤0.01%
26
371
$5K ﹤0.01%
28
-152
372
$5K ﹤0.01%
96
373
$5K ﹤0.01%
+109
374
$5K ﹤0.01%
32
375
$5K ﹤0.01%
248
13 14
15
16 17