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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
+19
402
$1K ﹤0.01%
15
403
$1K ﹤0.01%
3
404
$1K ﹤0.01%
200
405
$1K ﹤0.01%
24
406
$1K ﹤0.01%
150
407
$1K ﹤0.01%
250
408
$1K ﹤0.01%
16
409
$1K ﹤0.01%
552
+227
410
$1K ﹤0.01%
7
411
$1K ﹤0.01%
4
412
$1K ﹤0.01%
24
-922
413
$1K ﹤0.01%
2
414
$1K ﹤0.01%
25
-207,329
415
$1K ﹤0.01%
12
416
$1K ﹤0.01%
1
417
$1K ﹤0.01%
+70
418
$1K ﹤0.01%
4
419
$1K ﹤0.01%
100
420
$1K ﹤0.01%
9
421
$1K ﹤0.01%
125
422
$1K ﹤0.01%
3
-24,010
423
– –
-13
424
$0 ﹤0.01%
+6
425
– –
-27
15 16
17
18 19