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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
$230M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$5.44M
3
+$2.28M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.27M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.5M

Top Sells

1
+$773K
2
+$447K
3
+$417K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$342K
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$263K

Sector Composition

1 Technology 3.75%
2 Financials 1.12%
3 Consumer Discretionary 0.83%
4 Healthcare 0.83%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
16
427
$1K ﹤0.01%
15
428
$1K ﹤0.01%
+28
429
$1K ﹤0.01%
+30
430
$1K ﹤0.01%
+32
431
$1K ﹤0.01%
+14
432
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+25
433
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215
434
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75
435
$1K ﹤0.01%
94
436
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42
437
$1K ﹤0.01%
+26
438
$1K ﹤0.01%
13
439
$1K ﹤0.01%
24
440
$1K ﹤0.01%
150
441
$1K ﹤0.01%
790
442
$1K ﹤0.01%
21
443
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25
444
$1K ﹤0.01%
86
445
$1K ﹤0.01%
+6
446
$1K ﹤0.01%
22
447
$1K ﹤0.01%
20
448
$1K ﹤0.01%
+76
449
$1K ﹤0.01%
42
450
$1K ﹤0.01%
6
16 17
18
19 20