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
526
$582 ﹤0.01%
+6
527
$566 ﹤0.01%
+12
528
$563 ﹤0.01%
150
529
$560 ﹤0.01%
+12
530
$541 ﹤0.01%
17
531
$506 ﹤0.01%
24
532
$504 ﹤0.01%
94
533
$480 ﹤0.01%
650
+190
534
$463 ﹤0.01%
46
-8
535
$436 ﹤0.01%
2
-25
536
$431 ﹤0.01%
5
537
$417 ﹤0.01%
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538
$415 ﹤0.01%
10
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$411 ﹤0.01%
6
540
$408 ﹤0.01%
20
+6
541
$407 ﹤0.01%
5
-338
542
$399 ﹤0.01%
3
543
$381 ﹤0.01%
50
544
$348 ﹤0.01%
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545
$348 ﹤0.01%
5
546
$333 ﹤0.01%
5
547
$332 ﹤0.01%
+8
548
$327 ﹤0.01%
+8
549
$317 ﹤0.01%
7
550
$314 ﹤0.01%
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