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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$156K 0.06%
5,799
77
$155K 0.06%
600
78
$148K 0.06%
3,673
+17
79
$143K 0.06%
1,226
80
$138K 0.06%
2,765
-1,354
81
$137K 0.06%
885
82
$136K 0.06%
652
83
$134K 0.05%
1,244
84
$130K 0.05%
2,202
85
$126K 0.05%
+500
86
$123K 0.05%
230
+150
87
$121K 0.05%
2,484
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88
$117K 0.05%
1,021
-1,666
89
$114K 0.05%
5,000
90
$112K 0.05%
753
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91
$107K 0.04%
389
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92
$105K 0.04%
506
93
$104K 0.04%
1,168
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94
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95
$95K 0.04%
1,243
96
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3,525
-3,582
97
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1,151
+159
98
$92K 0.04%
1,447
99
$89K 0.04%
1,451
-126
100
$87K 0.04%
1,107
+925
2 3
4
5 6