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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.07K ﹤0.01%
174
402
$4.03K ﹤0.01%
117
403
$4.01K ﹤0.01%
+39
404
$3.98K ﹤0.01%
136
405
$3.77K ﹤0.01%
30
406
$3.75K ﹤0.01%
32
407
$3.64K ﹤0.01%
75
+7
408
$3.62K ﹤0.01%
28
409
$3.55K ﹤0.01%
54
410
$3.48K ﹤0.01%
24
411
$3.4K ﹤0.01%
69
412
$3.38K ﹤0.01%
108
413
$3.36K ﹤0.01%
52
414
$3.3K ﹤0.01%
20
415
$3.22K ﹤0.01%
289
+50
416
$3.12K ﹤0.01%
+100
417
$3.11K ﹤0.01%
13
418
$3.04K ﹤0.01%
109
-15
419
$3K ﹤0.01%
200
420
$2.86K ﹤0.01%
40
+18
421
$2.83K ﹤0.01%
63
422
$2.78K ﹤0.01%
54
423
$2.75K ﹤0.01%
55
424
$2.73K ﹤0.01%
+118
425
$2.66K ﹤0.01%
+82
15 16
17
18 19