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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.54M 1.11%
16,514
+8,662
27
$4.37M 1.07%
183,003
+89,434
28
$4.09M 1%
33,509
-2,193
29
$3.95M 0.96%
22,834
+3,671
30
$3.83M 0.93%
82,082
-5,582
31
$3.71M 0.91%
73,532
-120,722
32
$3.68M 0.9%
37,548
-23,583
33
$3.62M 0.88%
82,732
-78,327
34
$3.43M 0.84%
115,830
-123,177
35
$3.41M 0.83%
20,585
+10,039
36
$3.4M 0.83%
53,056
-17,719
37
$3.38M 0.82%
68,850
+10,350
38
$3.21M 0.78%
11,317
-588
39
$3.15M 0.77%
30,560
-4,200
40
$2.92M 0.71%
26,706
-731
41
$2.88M 0.7%
11,884
-2,016
42
$2.88M 0.7%
11,267
-294
43
$2.87M 0.7%
92,205
+42,236
44
$2.86M 0.7%
13,189
-565
45
$2.84M 0.69%
15,407
-2,372
46
$2.68M 0.65%
51,752
-2,816
47
$2.59M 0.63%
47,943
-2,892
48
$2.56M 0.63%
15,595
-382
49
$2.54M 0.62%
39,662
-965
50
$2.54M 0.62%
11,515
-420
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