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
451
$1.61K ﹤0.01%
185
-30
452
$1.58K ﹤0.01%
+107
453
$1.56K ﹤0.01%
+45
454
$1.54K ﹤0.01%
50
-250
455
$1.54K ﹤0.01%
+31
456
$1.53K ﹤0.01%
37
-18
457
$1.45K ﹤0.01%
19
-3
458
$1.38K ﹤0.01%
34
+28
459
$1.37K ﹤0.01%
1,000
+110
460
$1.35K ﹤0.01%
18
+3
461
$1.35K ﹤0.01%
42
462
$1.35K ﹤0.01%
82
463
$1.33K ﹤0.01%
20
464
$1.27K ﹤0.01%
100
465
$1.26K ﹤0.01%
13
466
$1.25K ﹤0.01%
47
467
$1.22K ﹤0.01%
60
468
$1.14K ﹤0.01%
42
469
$1.11K ﹤0.01%
+12
470
$1.09K ﹤0.01%
11
471
$1.06K ﹤0.01%
10
472
$1.04K ﹤0.01%
44
473
$1.04K ﹤0.01%
85
474
$1.03K ﹤0.01%
43
+8
475
$1.02K ﹤0.01%
+7
17 18
19
20 21