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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.09%
1,377
+1,101
77
$208K 0.09%
934
-663
78
$207K 0.09%
3,710
+2,263
79
$202K 0.08%
2,160
80
$199K 0.08%
1,793
+1,439
81
$196K 0.08%
1,400
+140
82
$189K 0.08%
5,000
83
$186K 0.08%
1,464
+1,364
84
$183K 0.08%
3,690
-204
85
$182K 0.08%
+2,365
86
$180K 0.08%
1,766
-215
87
$176K 0.07%
3,701
+2,649
88
$172K 0.07%
+1,436
89
$167K 0.07%
1,649
+674
90
$157K 0.07%
1,309
91
$152K 0.06%
5,799
92
$148K 0.06%
3,441
-834
93
$145K 0.06%
2,922
+1,290
94
$141K 0.06%
472
+19
95
$141K 0.06%
+3,617
96
$134K 0.06%
263
+172
97
$132K 0.06%
289
98
$132K 0.06%
+4,156
99
$130K 0.05%
1,244
100
$128K 0.05%
932
+47
2 3
4
5 6