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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.6%
18,319
+196
52
$2.36M 0.58%
19,966
-679
53
$2.35M 0.57%
29,914
-1,078
54
$2.28M 0.56%
10,633
+114
55
$2.23M 0.54%
8,961
-206
56
$2.13M 0.52%
58,732
-2,124
57
$2.09M 0.51%
52,940
-41,263
58
$2.06M 0.5%
36,039
+18,299
59
$1.82M 0.45%
25,336
-2,451
60
$1.68M 0.41%
21,063
+550
61
$1.68M 0.41%
31,510
+21,442
62
$1.67M 0.41%
34,049
-7,610
63
$1.61M 0.39%
27,876
+26,380
64
$1.49M 0.36%
11,482
+7,890
65
$1.43M 0.35%
23,288
+15,352
66
$1.33M 0.33%
6,461
+1,315
67
$1.25M 0.31%
3,159
-161
68
$1.1M 0.27%
21,233
69
$1.04M 0.25%
9,579
+6,598
70
$952K 0.23%
14,174
+7,100
71
$925K 0.23%
4,244
-963
72
$895K 0.22%
8,790
-272
73
$887K 0.22%
11,327
-857
74
$879K 0.21%
9,379
-2,350
75
$874K 0.21%
10,344
-175
1 2
3
4 5