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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+180
402
$3K ﹤0.01%
73
403
$3K ﹤0.01%
74
-121
404
$3K ﹤0.01%
215
-285
405
$3K ﹤0.01%
25
406
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150
407
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33
408
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69
409
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19
-51
410
$3K ﹤0.01%
149
411
$3K ﹤0.01%
+40
412
$3K ﹤0.01%
13
+8
413
$3K ﹤0.01%
215
-285
414
$3K ﹤0.01%
54
415
$3K ﹤0.01%
33
416
$3K ﹤0.01%
239
417
$3K ﹤0.01%
280
418
$2K ﹤0.01%
21
419
$2K ﹤0.01%
55
-311
420
$2K ﹤0.01%
96
+82
421
$2K ﹤0.01%
54
422
$2K ﹤0.01%
40
423
$2K ﹤0.01%
42
424
$2K ﹤0.01%
+14
425
$2K ﹤0.01%
100
15 16
17
18 19