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
426
$2.65K ﹤0.01%
+86
427
$2.62K ﹤0.01%
54
428
$2.61K ﹤0.01%
+41
429
$2.46K ﹤0.01%
62
430
$2.43K ﹤0.01%
7
-38
431
$2.35K ﹤0.01%
15
-111
432
$2.32K ﹤0.01%
96
433
$2.29K ﹤0.01%
83
434
$2.17K ﹤0.01%
180
435
$2.09K ﹤0.01%
+51
436
$2.08K ﹤0.01%
12
437
$1.95K ﹤0.01%
13
438
$1.91K ﹤0.01%
28
439
$1.86K ﹤0.01%
96
440
$1.85K ﹤0.01%
38
441
$1.8K ﹤0.01%
40
442
$1.8K ﹤0.01%
39
443
$1.74K ﹤0.01%
34
444
$1.74K ﹤0.01%
50
445
$1.73K ﹤0.01%
55
446
$1.72K ﹤0.01%
20
447
$1.7K ﹤0.01%
179
+103
448
$1.68K ﹤0.01%
50
-150
449
$1.66K ﹤0.01%
72
450
$1.63K ﹤0.01%
26
16 17
18
19 20