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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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$3.42M
3
+$3.25M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.32M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.02M

Top Sells

1
+$17M
2
+$9.21M
3
+$3.43M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$662K

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
451
$1K ﹤0.01%
+25
452
$1K ﹤0.01%
+17
453
$1K ﹤0.01%
32
454
$1K ﹤0.01%
16
455
$1K ﹤0.01%
11
456
$1K ﹤0.01%
86
457
$1K ﹤0.01%
+22
458
$1K ﹤0.01%
+20
459
– –
0
460
$1K ﹤0.01%
2
+1
461
$1K ﹤0.01%
11
462
$1K ﹤0.01%
6
+2
463
$1K ﹤0.01%
260
+60
464
$1K ﹤0.01%
13
-92
465
$1K ﹤0.01%
+31
466
$1K ﹤0.01%
+2
467
$1K ﹤0.01%
20
468
$1K ﹤0.01%
27
+14
469
$1K ﹤0.01%
66
470
– –
-4
471
$0 ﹤0.01%
+4
472
– –
-355
473
– –
-22
474
$0 ﹤0.01%
16
475
– –
-9
17 18
19
20 21