TCWA
Ten Capital Wealth Advisors Portfolio holdings
AUM
$345M
1-Year Return
9.66%
This Quarter Return
-12.68%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
-$9.71M
(-4.1%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
9.44%
Top 10 Holdings %
Top 10 Hldgs %
65.03%
Holding
552
New
48
Increased
54
Reduced
85
Closed
50
Top Buys
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$705K |
| 2 |
AbbVie
ABBV
|
$418K |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$407K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$324K |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
$248K |
Sector Composition
| 1 | Technology | 3.75% |
| 2 | Financials | 1.12% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Healthcare | 0.83% |
| 5 | Consumer Staples | 0.54% |
