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
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.6%
18,123
+334
52
$2.12M 0.59%
93,569
+79,958
53
$2.11M 0.59%
9,167
+56
54
$2.1M 0.59%
7,852
+2,536
55
$2.02M 0.56%
40,627
+558
56
$1.97M 0.55%
41,659
-2,097
57
$1.75M 0.49%
20,513
+246
58
$1.67M 0.47%
27,787
-756
59
$1.5M 0.42%
10,546
+478
60
$1.34M 0.37%
14,624
-54,592
61
$1.33M 0.37%
+49,969
62
$1.24M 0.35%
3,320
-15
63
$1.1M 0.31%
5,207
-692
64
$1.06M 0.3%
21,233
65
$1M 0.28%
+5,146
66
$983K 0.27%
+17,740
67
$974K 0.27%
11,729
-4,803
68
$966K 0.27%
6,828
+701
69
$916K 0.26%
2,432
-84
70
$880K 0.25%
12,184
-16
71
$805K 0.22%
+13,744
72
$782K 0.22%
9,062
73
$775K 0.22%
4,760
+680
74
$766K 0.21%
10,519
+1,884
75
$753K 0.21%
14,513
-495
1 2
3
4 5