TCWA
Ten Capital Wealth Advisors Portfolio holdings
AUM
$345M
1-Year Return
9.66%
This Quarter Return
+3.8%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
–
10 Year Return
–
AUM
$308M
AUM Growth
+$58.3M
(+23%)
Cap. Flow
+$49.5M
Cap. Flow
% of AUM
16.08%
Top 10 Holdings %
Top 10 Hldgs %
67.96%
Holding
692
New
91
Increased
162
Reduced
89
Closed
117
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Financials | 1.32% |
| 3 | Healthcare | 1.11% |
| 4 | Consumer Discretionary | 1.08% |
| 5 | Industrials | 1.07% |
