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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-28
377
– –
-4
378
$0 ﹤0.01%
+25
379
$0 ﹤0.01%
41
380
$0 ﹤0.01%
6
381
– –
-126
382
$0 ﹤0.01%
9
383
$0 ﹤0.01%
24
384
$0 ﹤0.01%
+150
385
$0 ﹤0.01%
+250
386
– –
-16
387
– –
-2,300
388
– –
-210
389
$0 ﹤0.01%
+1
390
– –
-30
391
$0 ﹤0.01%
+200
392
$0 ﹤0.01%
40
393
– –
-59
394
– –
-113
395
– –
-354
396
– –
0
397
$0 ﹤0.01%
+160
398
– –
-120
399
– –
-954
400
– –
-37
14 15
16
17 18