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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.13%
7,603
-3,075
52
$316K 0.13%
10,740
+4,300
53
$309K 0.13%
6,434
+100
54
$307K 0.13%
6,982
-182
55
$305K 0.12%
1,020
56
$294K 0.12%
1,358
+275
57
$290K 0.12%
2,000
+600
58
$280K 0.11%
2,591
-224
59
$268K 0.11%
7,116
60
$262K 0.11%
744
61
$249K 0.1%
1,821
+85
62
$249K 0.1%
13,200
63
$247K 0.1%
1,754
64
$247K 0.1%
21,600
65
$227K 0.09%
1,309
66
$224K 0.09%
1,910
-90
67
$217K 0.09%
1,981
68
$209K 0.09%
2,160
+200
69
$201K 0.08%
3,894
-266
70
$196K 0.08%
4,275
-233
71
$188K 0.08%
453
-75
72
$182K 0.07%
1,260
+60
73
$177K 0.07%
1,309
74
$164K 0.07%
289
75
$156K 0.06%
911
-138
1 2
3
4 5