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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$87K 0.04%
+500
102
$85K 0.04%
577
+350
103
$83K 0.04%
+975
104
$82K 0.04%
992
+265
105
$79K 0.04%
1,447
-46,873
106
$79K 0.04%
344
+300
107
$77K 0.04%
1,210
-44,808
108
$75K 0.04%
310
+200
109
$73K 0.03%
893
-2,368
110
$68K 0.03%
2,160
111
$67K 0.03%
412
-48
112
$65K 0.03%
813
113
$64K 0.03%
507
-18,617
114
$63K 0.03%
1,135
115
$62K 0.03%
1,040
116
$62K 0.03%
1,668
-82
117
$62K 0.03%
300
118
$62K 0.03%
159
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119
$62K 0.03%
1,332
+1,032
120
$61K 0.03%
1,470
121
$61K 0.03%
+972
122
$59K 0.03%
225
-10,633
123
$58K 0.03%
1,099
+813
124
$58K 0.03%
1,000
125
$55K 0.03%
204
-13
3 4
5
6 7