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

Top Buys

1
+$3.4M
2
+$2.34M
3
+$2.23M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.22M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.54M

Top Sells

1
+$19.4M
2
+$12.8M
3
+$12.4M
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
501
– –
0
502
$0 ﹤0.01%
4
503
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0
504
$0 ﹤0.01%
40
505
– –
-17
506
– –
0
507
$0 ﹤0.01%
3
-433
508
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0
509
$0 ﹤0.01%
3
510
– –
-7
511
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0
512
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0
513
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0
514
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0
515
– –
0
516
– –
-74
517
– –
-131,541
518
– –
-2
519
– –
-29,743
520
– –
-224,619
521
– –
0
522
– –
-131,128
523
– –
-80
524
– –
0
525
– –
0
19 20
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