We are live on ! Find out more
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
526
– –
-150
527
– –
0
528
– –
-47
529
– –
-50
530
– –
0
531
– –
-28
532
– –
-114
533
– –
0
534
– –
-255
535
– –
0
536
– –
0
537
– –
0
538
– –
0
539
– –
0
540
– –
0
541
– –
-5,000
542
– –
-566
543
– –
-19
544
– –
0
545
– –
0
546
$0 ﹤0.01%
47
547
$0 ﹤0.01%
10
548
– –
0
549
– –
0
550
– –
-229
20 21
22
23 24