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

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

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%
239
402
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19
403
$3K ﹤0.01%
+42
404
$3K ﹤0.01%
4
405
$2K ﹤0.01%
10
406
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7
407
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3
408
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7
409
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21
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29
411
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25
412
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139
413
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9
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+163
415
$2K ﹤0.01%
82
416
$2K ﹤0.01%
+54
417
$2K ﹤0.01%
30
-113
418
$2K ﹤0.01%
8
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11
420
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421
$2K ﹤0.01%
40
422
$2K ﹤0.01%
280
423
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100
424
$2K ﹤0.01%
29
425
$2K ﹤0.01%
125
15 16
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18 19