TCWA
Ten Capital Wealth Advisors Portfolio holdings
AUM
$345M
1-Year Return
9.66%
This Quarter Return
+11.46%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
–
10 Year Return
–
AUM
$358M
AUM Growth
+$61.5M
(+21%)
Cap. Flow
+$31.6M
Cap. Flow
% of AUM
8.8%
Top 10 Holdings %
Top 10 Hldgs %
36.73%
Holding
377
New
269
Increased
42
Reduced
47
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.31% |
| 2 | Healthcare | 2.94% |
| 3 | Communication Services | 2.64% |
| 4 | Industrials | 2.63% |
| 5 | Financials | 2.16% |