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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.68%
33,821
-1,864
27
$1.67M 0.67%
35,766
+5,242
28
$1.54M 0.62%
26,268
-141
29
$1.43M 0.57%
7,469
-1,260
30
$1.42M 0.57%
15,051
+1,881
31
$1.26M 0.5%
14,962
+5,745
32
$1.11M 0.44%
27,092
-612
33
$1.03M 0.41%
16,746
+1,442
34
$1.03M 0.41%
12,439
+4,050
35
$1.02M 0.41%
30,226
-2,385
36
$1.01M 0.41%
5,046
+705
37
$914K 0.37%
27,736
+8,228
38
$871K 0.35%
22,373
-1,944
39
$793K 0.32%
19,390
+3,465
40
$561K 0.23%
10,552
41
$558K 0.22%
22,173
+15,774
42
$542K 0.22%
3,020
-162
43
$510K 0.2%
3,609
44
$507K 0.2%
1,606
+1,022
45
$485K 0.19%
12,553
+2,431
46
$485K 0.19%
3,199
47
$426K 0.17%
7,772
-1,109
48
$394K 0.16%
17,361
-9,916
49
$385K 0.15%
1,444
-2,795
50
$375K 0.15%
11,413
-3,246
1
2
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