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
$297M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$17.9M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$14.5M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$9.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.41%
2 Healthcare 3.2%
3 Industrials 2.64%
4 Communication Services 2.38%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$441K 0.15%
+7,677
77
$438K 0.15%
+10,093
78
$422K 0.14%
+6,665
79
$411K 0.14%
+1,214
80
$408K 0.14%
+1,739
81
$407K 0.14%
+4,610
82
$367K 0.12%
+11,551
83
$366K 0.12%
+5,974
84
$364K 0.12%
+2,431
85
$361K 0.12%
+803
86
$357K 0.12%
+11,218
87
$349K 0.12%
+7,922
88
$347K 0.12%
+10,607
89
$320K 0.11%
+1
90
$315K 0.11%
+2,802
91
$299K 0.1%
+8,760
92
$292K 0.1%
+3,335
93
$286K 0.1%
+1,732
94
$283K 0.1%
+6,718
95
$281K 0.09%
+17,888
96
$271K 0.09%
+13,611
97
$270K 0.09%
+7,378
98
$256K 0.09%
+3,640
99
$256K 0.09%
+4,329
100
$253K 0.09%
+4,843
1 2 3
4
5