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
$297M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$17.9M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$14.5M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$9.92M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.6%
+43,756
52
$1.71M 0.58%
+57,157
53
$1.42M 0.48%
+20,267
54
$1.32M 0.44%
+28,543
55
$1.14M 0.38%
+5,316
56
$1.12M 0.38%
+3,335
57
$1.11M 0.38%
+10,068
58
$1.11M 0.37%
+5,899
59
$1.09M 0.37%
+16,532
60
$936K 0.32%
+13,757
61
$918K 0.31%
+21,233
62
$893K 0.3%
+2,516
63
$769K 0.26%
+6,127
64
$729K 0.25%
+12,200
65
$686K 0.23%
+5,851
66
$642K 0.22%
+4,080
67
$611K 0.21%
+9,062
68
$607K 0.2%
+11,150
69
$605K 0.2%
+15,008
70
$594K 0.2%
+13,506
71
$523K 0.18%
+3,774
72
$509K 0.17%
+8,865
73
$505K 0.17%
+8,635
74
$474K 0.16%
+10,037
75
$457K 0.15%
+7,179
1 2
3
4 5