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TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$2.26M
3 +$520K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$318K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$288K

Sector Composition

1 Technology 4.08%
2 Financials 1.34%
3 Consumer Discretionary 1.11%
4 Healthcare 1%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$2K ﹤0.01%
+34
477
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+103
478
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55
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34
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65
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28
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13
483
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40
484
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82
485
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2,000
486
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215
487
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488
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+10
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+83
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40
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96
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+39
500
$2K ﹤0.01%
20