TCWA
Ten Capital Wealth Advisors Portfolio holdings
AUM
$345M
1-Year Return
9.66%
This Quarter Return
+6.86%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
–
10 Year Return
–
AUM
$297M
AUM Growth
–
Cap. Flow
+$297M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.78%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.41% |
| 2 | Healthcare | 3.2% |
| 3 | Industrials | 2.64% |
| 4 | Communication Services | 2.38% |
| 5 | Financials | 1.97% |
