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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.54K ﹤0.01%
2,000
377
$5.31K ﹤0.01%
288
378
$5.19K ﹤0.01%
37
379
$5.13K ﹤0.01%
132
380
$5.13K ﹤0.01%
198
+30
381
$5.1K ﹤0.01%
40
382
$5.07K ﹤0.01%
488
383
$5.05K ﹤0.01%
29
384
$5.03K ﹤0.01%
50
385
$5.03K ﹤0.01%
143
386
$5.01K ﹤0.01%
9
387
$4.98K ﹤0.01%
65
388
$4.93K ﹤0.01%
113
389
$4.91K ﹤0.01%
84
390
$4.88K ﹤0.01%
197
391
$4.87K ﹤0.01%
23
392
$4.5K ﹤0.01%
100
393
$4.49K ﹤0.01%
57
394
$4.43K ﹤0.01%
248
395
$4.42K ﹤0.01%
32
396
$4.38K ﹤0.01%
50
397
$4.34K ﹤0.01%
117
398
$4.32K ﹤0.01%
125
-204
399
$4.26K ﹤0.01%
20
400
$4.1K ﹤0.01%
1,293
14 15
16
17 18