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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$420K 0.1%
6,424
-3,027
102
$418K 0.1%
1,416
-234
103
$389K 0.1%
5,591
-2,744
104
$385K 0.09%
1
105
$378K 0.09%
20,108
+2,220
106
$368K 0.09%
6,915
-1,007
107
$360K 0.09%
3,335
108
$341K 0.08%
21,600
109
$339K 0.08%
4,797
-1,002
110
$337K 0.08%
6,370
-348
111
$334K 0.08%
5,333
+510
112
$287K 0.07%
3,643
113
$278K 0.07%
7,382
-2,290
114
$275K 0.07%
3,007
-11,617
115
$268K 0.07%
5,259
-114,845
116
$258K 0.06%
+16,158
117
$255K 0.06%
+2,815
118
$250K 0.06%
3,052
-1,530
119
$247K 0.06%
6,334
120
$236K 0.06%
2,162
-600
121
$235K 0.06%
2,250
122
$233K 0.06%
2,718
-1,300
123
$230K 0.06%
1,087
124
$229K 0.06%
3,100
125
$228K 0.06%
7,116
3 4
5
6 7