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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.09%
9,533
-1,898
102
$381K 0.09%
8,920
+83
103
$381K 0.09%
6,915
104
$376K 0.09%
3,335
105
$371K 0.08%
1,067
+325
106
$366K 0.08%
1,165
-251
107
$360K 0.08%
4,767
-30
108
$345K 0.08%
17,492
-2,616
109
$344K 0.08%
5,243
-90
110
$339K 0.08%
6,370
111
$331K 0.08%
21,600
112
$300K 0.07%
3,642
-1
113
$298K 0.07%
5,304
-3,696
114
$294K 0.07%
7,324
-58
115
$287K 0.07%
6,334
116
$286K 0.06%
3,684
-1,938
117
$286K 0.06%
4,229
-2,195
118
$281K 0.06%
10,125
+4,634
119
$280K 0.06%
3,261
+209
120
$277K 0.06%
2,815
121
$256K 0.06%
1,095
+8
122
$248K 0.06%
2,791
+73
123
$245K 0.06%
3,100
124
$236K 0.05%
2,250
125
$228K 0.05%
7,116
3 4
5
6 7