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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
25
352
$6K ﹤0.01%
31
353
$6K ﹤0.01%
+200
354
$6K ﹤0.01%
60
355
$6K ﹤0.01%
318
356
$6K ﹤0.01%
29
357
$6K ﹤0.01%
36
358
$6K ﹤0.01%
+115
359
$6K ﹤0.01%
10
+6
360
$5K ﹤0.01%
115
-195
361
$5K ﹤0.01%
102
362
$5K ﹤0.01%
25
-475
363
$5K ﹤0.01%
50
364
$5K ﹤0.01%
+50
365
$5K ﹤0.01%
32
366
$5K ﹤0.01%
22
-54
367
$5K ﹤0.01%
+43
368
$5K ﹤0.01%
39
369
$5K ﹤0.01%
+174
370
$5K ﹤0.01%
65
371
$5K ﹤0.01%
14
372
$5K ﹤0.01%
100
373
$5K ﹤0.01%
272
-966
374
$5K ﹤0.01%
+168
375
$5K ﹤0.01%
+2,000
13 14
15
16 17