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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
248
377
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50
378
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63
379
$5K ﹤0.01%
15
380
$5K ﹤0.01%
+109
381
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32
382
$4K ﹤0.01%
20
383
$4K ﹤0.01%
+142
384
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36
385
$4K ﹤0.01%
62
386
$4K ﹤0.01%
54
387
$4K ﹤0.01%
24
388
$4K ﹤0.01%
+185
389
$4K ﹤0.01%
123
390
$4K ﹤0.01%
+15
391
$4K ﹤0.01%
33
392
$4K ﹤0.01%
+65
393
$3K ﹤0.01%
31
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$3K ﹤0.01%
73
395
$3K ﹤0.01%
+33
396
$3K ﹤0.01%
+8
397
$3K ﹤0.01%
69
398
$3K ﹤0.01%
149
399
$3K ﹤0.01%
21
400
$3K ﹤0.01%
54
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