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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.14%
7,660
+57
52
$342K 0.14%
594
-68
53
$339K 0.14%
751
+21
54
$336K 0.14%
6,370
55
$328K 0.14%
928
-92
56
$321K 0.13%
4,108
-452
57
$321K 0.13%
894
+150
58
$312K 0.13%
6,434
59
$306K 0.13%
1,728
+817
60
$301K 0.13%
1,800
+491
61
$299K 0.12%
2,223
-13
62
$299K 0.12%
1,350
-8
63
$298K 0.12%
2,140
+140
64
$293K 0.12%
10,740
65
$292K 0.12%
1,444
+844
66
$271K 0.11%
614
+514
67
$270K 0.11%
6,425
-557
68
$248K 0.1%
21,600
69
$248K 0.1%
3,627
-1,597
70
$241K 0.1%
1,821
71
$238K 0.1%
6,361
-755
72
$235K 0.1%
13,200
73
$214K 0.09%
+2,674
74
$214K 0.09%
3,459
+2,625
75
$210K 0.09%
1,771
+17
1 2
3
4 5