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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$294K 0.14%
6,334
52
$293K 0.14%
2,687
-3,769
53
$289K 0.14%
674
-4,324
54
$285K 0.13%
7,164
-160
55
$278K 0.13%
1,020
-9,743
56
$277K 0.13%
2,815
57
$263K 0.12%
21,600
58
$241K 0.11%
1,083
-12
59
$228K 0.11%
+13,200
60
$222K 0.1%
4,160
-32,847
61
$219K 0.1%
1,981
-50
62
$212K 0.1%
7,116
63
$208K 0.1%
4,119
-109
64
$207K 0.1%
1,754
+813
65
$205K 0.1%
+11,096
66
$203K 0.09%
2,000
-250
67
$201K 0.09%
1,579
-62,185
68
$199K 0.09%
1,736
69
$197K 0.09%
1,309
-2,083
70
$195K 0.09%
4,508
-74
71
$192K 0.09%
744
72
$187K 0.09%
1,400
-25,420
73
$184K 0.09%
+1,309
74
$182K 0.09%
7,107
+3,843
75
$182K 0.09%
1,960
-8,589
1 2
3
4 5