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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$817K 0.2%
6,152
-676
77
$812K 0.2%
2,304
-128
78
$803K 0.2%
11,815
-2,698
79
$697K 0.17%
1,754
+1,040
80
$673K 0.16%
19,033
+7,915
81
$665K 0.16%
4,300
-460
82
$651K 0.16%
2,947
+580
83
$615K 0.15%
2,873
+1,699
84
$609K 0.15%
11,150
85
$601K 0.15%
5,972
-2
86
$591K 0.14%
4,610
87
$551K 0.13%
7,456
+54
88
$538K 0.13%
7,096
-83
89
$538K 0.13%
13,464
+11,399
90
$526K 0.13%
11,431
+105
91
$518K 0.13%
1,090
-114
92
$509K 0.12%
2,302
+1,235
93
$507K 0.12%
3,516
-1,512
94
$472K 0.12%
3,342
-132
95
$469K 0.11%
4,327
+782
96
$461K 0.11%
9,000
-1,620
97
$448K 0.11%
803
98
$441K 0.11%
1,734
99
$422K 0.1%
8,837
+77
100
$422K 0.1%
5,622
-2,665
2 3
4
5 6