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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.69%
6,617
+61
27
$1.35M 0.63%
9,551
-22,459
28
$1.01M 0.47%
16,351
+14,824
29
$987K 0.46%
4,183
-20
30
$949K 0.44%
5,780
+1,060
31
$909K 0.43%
9,304
-36
32
$848K 0.4%
21,167
+4,721
33
$710K 0.33%
16,344
-73,901
34
$615K 0.29%
22,426
+12,301
35
$564K 0.26%
803
36
$536K 0.25%
3,397
-77
37
$526K 0.25%
3,514
-175
38
$515K 0.24%
1,517
+450
39
$446K 0.21%
6,825
-33,962
40
$423K 0.2%
2,833
-125,880
41
$418K 0.2%
10,678
+1,758
42
$416K 0.19%
3,860
+525
43
$395K 0.18%
5,522
-54
44
$387K 0.18%
9,620
+87
45
$348K 0.16%
4,653
-114
46
$329K 0.15%
6,370
47
$325K 0.15%
2,236
-3,929
48
$325K 0.15%
907
+636
49
$323K 0.15%
3,170
+1,834
50
$297K 0.14%
662
-1,684
1
2
3 4 5