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

Top Buys

1
+$3.94M
2
+$2.06M
3
+$1.92M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.74M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.28M

Top Sells

1
+$564K
2
+$235K
3
+$194K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$190K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$184K

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
401
$3K ﹤0.01%
+8
402
$3K ﹤0.01%
69
403
$3K ﹤0.01%
4
404
$3K ﹤0.01%
73
405
$2K ﹤0.01%
150
406
$2K ﹤0.01%
9
407
$2K ﹤0.01%
4
408
$2K ﹤0.01%
125
409
$2K ﹤0.01%
3
410
$2K ﹤0.01%
7
411
$2K ﹤0.01%
21
412
$2K ﹤0.01%
29
413
$2K ﹤0.01%
72
414
$2K ﹤0.01%
25
415
$2K ﹤0.01%
139
416
$2K ﹤0.01%
16
417
$2K ﹤0.01%
82
418
$2K ﹤0.01%
+54
419
$2K ﹤0.01%
30
-113
420
$2K ﹤0.01%
86
421
$2K ﹤0.01%
40
422
$2K ﹤0.01%
280
423
$2K ﹤0.01%
100
424
$2K ﹤0.01%
29
425
$2K ﹤0.01%
28
15 16
17
18 19