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
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.44M 1.24%
70,775
-795
27
$3.85M 1.08%
87,664
-1,321
28
$3.78M 1.06%
+84,419
29
$3.51M 0.98%
60,006
+1,151
30
$3.44M 0.96%
94,203
-992
31
$3.27M 0.91%
81,798
+71,191
32
$3.25M 0.91%
13,900
+203
33
$3.22M 0.9%
17,779
+187
34
$3.21M 0.9%
46,621
+12,675
35
$3.09M 0.86%
11,905
+4
36
$3.05M 0.85%
34,760
+160
37
$3.01M 0.84%
19,163
38
$2.94M 0.82%
27,437
+310
39
$2.93M 0.82%
13,754
+160
40
$2.68M 0.75%
11,561
+55
41
$2.66M 0.74%
50,835
+127
42
$2.51M 0.7%
15,977
+78
43
$2.48M 0.69%
11,935
+121
44
$2.44M 0.68%
54,568
+816
45
$2.42M 0.67%
20,645
+205
46
$2.3M 0.64%
30,992
+158
47
$2.24M 0.62%
60,856
-4,047
48
$2.23M 0.62%
10,519
+186
49
$2.22M 0.62%
58,500
+1,343
50
$2.18M 0.61%
23,452
+1,119
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