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
551
$301 ﹤0.01%
100
552
$294 ﹤0.01%
+6
553
$285 ﹤0.01%
10
554
$284 ﹤0.01%
3
555
$263 ﹤0.01%
25
556
$261 ﹤0.01%
5
-8
557
$258 ﹤0.01%
125
558
$246 ﹤0.01%
9
559
$246 ﹤0.01%
2
560
$240 ﹤0.01%
17
+9
561
$232 ﹤0.01%
200
+130
562
$227 ﹤0.01%
3
+1
563
$201 ﹤0.01%
5
564
$200 ﹤0.01%
+7
565
$197 ﹤0.01%
5
566
$190 ﹤0.01%
100
567
$172 ﹤0.01%
3
568
$170 ﹤0.01%
19
569
$144 ﹤0.01%
32
570
$139 ﹤0.01%
3
+1
571
$132 ﹤0.01%
30
572
$131 ﹤0.01%
6
573
$119 ﹤0.01%
2
574
$104 ﹤0.01%
163
575
$85 ﹤0.01%
4
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