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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.54%
19,124
-842
52
$2.29M 0.52%
58,564
-168
53
$2.22M 0.5%
28,501
-1,413
54
$2.17M 0.49%
8,921
-40
55
$2.17M 0.49%
32,384
+31,952
56
$2.15M 0.49%
5,013
+3,259
57
$2.14M 0.48%
4,998
+1,839
58
$2.09M 0.47%
38,163
+6,653
59
$2.08M 0.47%
37,007
-2,655
60
$2.06M 0.47%
45,307
-37,425
61
$1.84M 0.42%
13,691
+2,209
62
$1.83M 0.42%
21,137
-4,199
63
$1.8M 0.41%
21,996
+933
64
$1.5M 0.34%
33,755
-19,185
65
$1.49M 0.34%
6,598
+3,725
66
$1.46M 0.33%
6,556
+95
67
$1.44M 0.33%
23,489
+201
68
$1.44M 0.33%
13,325
+3,746
69
$1.43M 0.32%
47,519
-68,311
70
$1.41M 0.32%
27,314
-6,735
71
$1.35M 0.31%
19,919
+5,745
72
$1.29M 0.29%
35,187
+16,154
73
$1.15M 0.26%
21,168
-65
74
$1.09M 0.25%
4,602
+2,300
75
$1.08M 0.24%
21,309
-52,223
1 2
3
4 5