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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
250
452
$1K ﹤0.01%
+23
453
$1K ﹤0.01%
325
+125
454
$1K ﹤0.01%
+7
455
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+4
456
$1K ﹤0.01%
160
457
$1K ﹤0.01%
+2
458
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+7
459
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13
460
$1K ﹤0.01%
50
-47
461
$1K ﹤0.01%
31
462
$1K ﹤0.01%
+12
463
$1K ﹤0.01%
+1
464
$1K ﹤0.01%
12
465
$1K ﹤0.01%
4
+3
466
$1K ﹤0.01%
+100
467
$1K ﹤0.01%
+9
468
$1K ﹤0.01%
125
469
$0 ﹤0.01%
3
470
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0
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472
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475
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