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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
54
377
$4K ﹤0.01%
+39
378
$4K ﹤0.01%
24
379
$4K ﹤0.01%
50
+16
380
$4K ﹤0.01%
+149
381
$4K ﹤0.01%
+33
382
$4K ﹤0.01%
+50
383
$4K ﹤0.01%
+125
384
$4K ﹤0.01%
+1,000
385
$4K ﹤0.01%
50
386
$4K ﹤0.01%
+36
387
$4K ﹤0.01%
+132
388
$4K ﹤0.01%
62
-30
389
$3K ﹤0.01%
33
390
$3K ﹤0.01%
80
391
$3K ﹤0.01%
14
392
$3K ﹤0.01%
11
393
$3K ﹤0.01%
+33
394
$3K ﹤0.01%
8
395
$3K ﹤0.01%
69
396
$3K ﹤0.01%
1,394
397
$3K ﹤0.01%
+54
398
$3K ﹤0.01%
22
399
$3K ﹤0.01%
280
400
$2K ﹤0.01%
+29
14 15
16
17 18