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
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$694K 0.19%
5,028
-823
77
$615K 0.17%
11,150
78
$575K 0.16%
8,287
-578
79
$566K 0.16%
+10,068
80
$541K 0.15%
+9,811
81
$531K 0.15%
10,620
-2,886
82
$526K 0.15%
4,610
83
$525K 0.15%
9,451
-642
84
$524K 0.15%
7,179
85
$515K 0.14%
3,474
-300
86
$514K 0.14%
8,335
-1,702
87
$507K 0.14%
7,402
-275
88
$506K 0.14%
1,204
-10
89
$496K 0.14%
+3,592
90
$491K 0.14%
+7,074
91
$489K 0.14%
+7,936
92
$486K 0.14%
5,974
93
$464K 0.13%
2,367
-64
94
$462K 0.13%
11,326
+108
95
$454K 0.13%
1,650
-89
96
$440K 0.12%
803
97
$409K 0.11%
7,922
98
$391K 0.11%
5,799
-866
99
$375K 0.1%
+11,118
100
$371K 0.1%
1,734
+2
2 3
4
5 6