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
$297M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.41%
2 Healthcare 3.2%
3 Industrials 2.64%
4 Communication Services 2.38%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$249K 0.08%
+7,412
102
$246K 0.08%
+4,913
103
$240K 0.08%
+713
104
$232K 0.08%
+3,643
105
$143K 0.05%
+21,600
106
$15K 0.01%
+15,555
107
$13K ﹤0.01%
+10,000