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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.74%
10,251
+700
27
$1.68M 0.68%
5,947
-266
28
$1.6M 0.65%
6,624
+7
29
$1.11M 0.45%
6,680
+900
30
$1.06M 0.43%
17,665
+1,314
31
$1.03M 0.42%
25,875
+4,708
32
$957K 0.39%
4,233
+50
33
$926K 0.38%
9,005
-299
34
$904K 0.37%
21,074
+4,730
35
$885K 0.36%
28,913
+6,487
36
$698K 0.28%
9,173
+2,348
37
$592K 0.24%
3,379
-18
38
$572K 0.23%
3,514
39
$537K 0.22%
1,597
+80
40
$523K 0.21%
3,860
41
$493K 0.2%
2,833
42
$450K 0.18%
3,881
+711
43
$397K 0.16%
998
+91
44
$395K 0.16%
9,710
+90
45
$390K 0.16%
5,224
-298
46
$386K 0.16%
4,560
-93
47
$384K 0.16%
6,370
48
$376K 0.15%
662
49
$373K 0.15%
2,236
50
$347K 0.14%
730
+56
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