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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.23%
4,203
-41
77
$954K 0.22%
10,549
+205
78
$952K 0.22%
6,165
+13
79
$935K 0.21%
9,340
-39
80
$928K 0.21%
2,346
+42
81
$909K 0.21%
11,976
+161
82
$812K 0.18%
4,720
+420
83
$769K 0.17%
7,296
-1,494
84
$759K 0.17%
9,384
-1,943
85
$729K 0.17%
6,456
+2,129
86
$712K 0.16%
3,103
+156
87
$663K 0.15%
16,446
+2,982
88
$628K 0.14%
5,953
-19
89
$617K 0.14%
11,150
90
$616K 0.14%
4,647
+37
91
$558K 0.13%
7,046
-410
92
$556K 0.13%
7,047
-49
93
$556K 0.13%
+3,689
94
$553K 0.13%
3,474
-42
95
$553K 0.13%
803
96
$503K 0.11%
3,392
+50
97
$440K 0.1%
1,835
+101
98
$427K 0.1%
869
-221
99
$419K 0.1%
1
100
$409K 0.09%
5,576
-15
2 3
4
5 6