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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$173K 0.08%
528
+166
77
$169K 0.08%
1,049
-14,192
78
$166K 0.08%
289
79
$162K 0.08%
903
-35,239
80
$160K 0.07%
1,200
+20
81
$155K 0.07%
3,656
+10
82
$153K 0.07%
+6,789
83
$150K 0.07%
885
-13,173
84
$144K 0.07%
5,799
85
$138K 0.06%
652
-11,484
86
$135K 0.06%
1,226
-23,487
87
$134K 0.06%
1,244
88
$133K 0.06%
6,440
89
$128K 0.06%
1,142
+665
90
$128K 0.06%
873
+322
91
$128K 0.06%
1,310
-74,076
92
$122K 0.06%
600
93
$122K 0.06%
1,391
-29
94
$111K 0.05%
1,612
-69,269
95
$108K 0.05%
5,000
96
$108K 0.05%
3,527
+586
97
$97K 0.05%
506
+200
98
$95K 0.04%
2,202
-56,362
99
$93K 0.04%
1,243
+997
100
$93K 0.04%
1,577
-71
2 3
4
5 6