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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.84K ﹤0.01%
107
352
$6.84K ﹤0.01%
96
-59
353
$6.81K ﹤0.01%
222
+3
354
$6.79K ﹤0.01%
81
-74
355
$6.65K ﹤0.01%
180
356
$6.58K ﹤0.01%
417
-1
357
$6.44K ﹤0.01%
170
358
$6.41K ﹤0.01%
20
-3
359
$6.38K ﹤0.01%
62
-54
360
$6.38K ﹤0.01%
+58
361
$6.34K ﹤0.01%
268
+88
362
$6.33K ﹤0.01%
+78
363
$6.3K ﹤0.01%
10
364
$6.24K ﹤0.01%
44
-40
365
$6.24K ﹤0.01%
18
366
$6.2K ﹤0.01%
138
367
$6.16K ﹤0.01%
61
368
$5.88K ﹤0.01%
25
369
$5.87K ﹤0.01%
202
370
$5.87K ﹤0.01%
142
+122
371
$5.83K ﹤0.01%
30
372
$5.79K ﹤0.01%
34
373
$5.78K ﹤0.01%
41
-321
374
$5.74K ﹤0.01%
+63
375
$5.68K ﹤0.01%
54
13 14
15
16 17