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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.15%
4,200
+1,900
52
$351K 0.14%
2,822
53
$343K 0.14%
1,939
+6
54
$341K 0.14%
7,694
-375
55
$330K 0.13%
2,045
+723
56
$325K 0.13%
2,643
-148
57
$321K 0.13%
3,649
-808
58
$319K 0.13%
698
-19
59
$310K 0.12%
7,936
60
$306K 0.12%
6,068
61
$303K 0.12%
1,522
-130
62
$298K 0.12%
1,647
-52
63
$295K 0.12%
15,991
+1,787
64
$289K 0.12%
2,744
-170
65
$288K 0.12%
593
-37
66
$286K 0.11%
925
-44
67
$284K 0.11%
3,352
68
$283K 0.11%
3,778
-123
69
$280K 0.11%
6,370
70
$274K 0.11%
18,740
+8,040
71
$267K 0.11%
21,600
72
$260K 0.1%
2,225
-24
73
$260K 0.1%
6,303
74
$253K 0.1%
11,946
+2,986
75
$249K 0.1%
1,670
-90
1 2
3
4 5