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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 1.05%
187,537
+4,534
27
$4.47M 1.01%
24,748
+1,914
28
$4.38M 0.99%
32,010
-1,499
29
$4.17M 0.95%
24,013
+3,428
30
$4.11M 0.93%
81,552
-530
31
$3.99M 0.9%
90,245
-14,477
32
$3.76M 0.85%
69,716
+866
33
$3.27M 0.74%
26,820
-3,740
34
$3.17M 0.72%
10,858
-1,026
35
$3.12M 0.71%
97,703
+5,498
36
$3.06M 0.69%
29,743
-7,805
37
$2.99M 0.68%
10,763
-504
38
$2.94M 0.67%
9,856
-1,461
39
$2.91M 0.66%
46,018
-7,038
40
$2.76M 0.63%
24,713
-1,993
41
$2.67M 0.6%
40,787
+12,911
42
$2.66M 0.6%
12,136
-1,053
43
$2.56M 0.58%
48,320
-3,432
44
$2.56M 0.58%
44,876
-3,067
45
$2.51M 0.57%
15,241
-354
46
$2.47M 0.56%
14,058
-1,349
47
$2.43M 0.55%
11,048
-467
48
$2.41M 0.55%
10,203
-430
49
$2.4M 0.54%
17,107
-1,212
50
$2.38M 0.54%
38,230
+2,191
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