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%
+15
402
$3K ﹤0.01%
+180
403
$3K ﹤0.01%
73
404
$3K ﹤0.01%
74
-121
405
$3K ﹤0.01%
215
-285
406
$3K ﹤0.01%
25
407
$3K ﹤0.01%
150
408
$3K ﹤0.01%
33
409
$3K ﹤0.01%
69
410
$3K ﹤0.01%
19
-51
411
$3K ﹤0.01%
149
412
$3K ﹤0.01%
+40
413
$3K ﹤0.01%
13
+8
414
$3K ﹤0.01%
215
-285
415
$3K ﹤0.01%
54
416
$3K ﹤0.01%
33
417
$3K ﹤0.01%
239
418
$2K ﹤0.01%
100
419
$2K ﹤0.01%
+40
420
$2K ﹤0.01%
82
421
$2K ﹤0.01%
29
422
$2K ﹤0.01%
+62
423
$2K ﹤0.01%
72
424
$2K ﹤0.01%
+21
425
$2K ﹤0.01%
28
15 16
17
18 19