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TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Fund
S&P 500
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
+$4.1M
2
+$3.51M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.1M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.77M

Top Sells

1
+$2.64M
2
+$2.04M
3
+$1.68M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.45M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.13M

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
401
$2K ﹤0.01%
+3
402
$2K ﹤0.01%
2
403
$2K ﹤0.01%
+21
404
$2K ﹤0.01%
31
405
$2K ﹤0.01%
18
406
$2K ﹤0.01%
+29
407
$2K ﹤0.01%
10
408
$2K ﹤0.01%
23
409
$2K ﹤0.01%
+16
410
$2K ﹤0.01%
+8
411
$2K ﹤0.01%
45
412
$2K ﹤0.01%
175
+66
413
$2K ﹤0.01%
11
414
$2K ﹤0.01%
+19
415
$2K ﹤0.01%
86
416
$2K ﹤0.01%
40
417
$2K ﹤0.01%
38
418
$2K ﹤0.01%
17
419
$2K ﹤0.01%
+9
420
$2K ﹤0.01%
+29
421
$2K ﹤0.01%
7
422
$2K ﹤0.01%
+10
423
$2K ﹤0.01%
+25
424
$2K ﹤0.01%
+139
425
$2K ﹤0.01%
+100
15 16
17
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