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
476
$1.01K ﹤0.01%
+8
477
$1K ﹤0.01%
32
478
$974 ﹤0.01%
+33
479
$966 ﹤0.01%
+17
480
$957 ﹤0.01%
19
481
$930 ﹤0.01%
20
+2
482
$892 ﹤0.01%
+31
483
$885 ﹤0.01%
3
-69
484
$874 ﹤0.01%
86
485
$868 ﹤0.01%
+48
486
$864 ﹤0.01%
2
-13
487
$845 ﹤0.01%
149
488
$841 ﹤0.01%
+34
489
$839 ﹤0.01%
2
+1
490
$823 ﹤0.01%
+13
491
$818 ﹤0.01%
13
-40
492
$818 ﹤0.01%
+28
493
$814 ﹤0.01%
+45
494
$811 ﹤0.01%
+17
495
$799 ﹤0.01%
185
-30
496
$786 ﹤0.01%
219
497
$784 ﹤0.01%
+16
498
$780 ﹤0.01%
26
499
$776 ﹤0.01%
200
500
$765 ﹤0.01%
11
18 19
20
21 22