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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
28
377
$5K ﹤0.01%
96
378
$5K ﹤0.01%
27
379
$5K ﹤0.01%
28
380
$5K ﹤0.01%
109
381
$5K ﹤0.01%
248
382
$5K ﹤0.01%
51
-33
383
$5K ﹤0.01%
50
384
$5K ﹤0.01%
65
385
$4K ﹤0.01%
+52
386
$4K ﹤0.01%
36
387
$4K ﹤0.01%
72
+10
388
$4K ﹤0.01%
45
389
$4K ﹤0.01%
54
390
$4K ﹤0.01%
+108
391
$4K ﹤0.01%
+81
392
$4K ﹤0.01%
24
393
$4K ﹤0.01%
127
+4
394
$4K ﹤0.01%
52
-28
395
$4K ﹤0.01%
+31
396
$4K ﹤0.01%
26
397
$4K ﹤0.01%
15
398
$4K ﹤0.01%
62
399
$4K ﹤0.01%
10,000
-2,780
400
$3K ﹤0.01%
+15
14 15
16
17 18