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
$297M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$17.9M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$14.5M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$9.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.41%
2 Healthcare 3.2%
3 Industrials 2.64%
4 Communication Services 2.38%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.18%
+88,985
27
$3.42M 1.15%
+58,855
28
$3.36M 1.13%
+95,195
29
$2.99M 1.01%
+11,901
30
$2.7M 0.91%
+13,697
31
$2.58M 0.87%
+19,163
32
$2.54M 0.85%
+34,600
33
$2.45M 0.83%
+11,506
34
$2.37M 0.8%
+15,899
35
$2.35M 0.79%
+50,708
36
$2.33M 0.79%
+27,127
37
$2.33M 0.78%
+11,814
38
$2.32M 0.78%
+9,111
39
$2.3M 0.77%
+27,658
40
$2.26M 0.76%
+64,903
41
$2.24M 0.75%
+13,594
42
$2.18M 0.74%
+17,592
43
$2.12M 0.72%
+20,440
44
$2.12M 0.71%
+53,752
45
$2.09M 0.7%
+22,333
46
$2.08M 0.7%
+40,069
47
$1.93M 0.65%
+33,946
48
$1.92M 0.65%
+30,834
49
$1.86M 0.63%
+10,333
50
$1.8M 0.61%
+17,789
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