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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84K 0.03%
329
+125
102
$84K 0.03%
216
+212
103
$79K 0.03%
1,632
+300
104
$74K 0.03%
300
105
$74K 0.03%
2,160
106
$72K 0.03%
201
+81
107
$69K 0.03%
577
108
$68K 0.03%
1,121
-14
109
$68K 0.03%
1,000
110
$68K 0.03%
2,793
-3,996
111
$66K 0.03%
+282
112
$65K 0.03%
412
113
$65K 0.03%
500
114
$65K 0.03%
+790
115
$63K 0.03%
1,586
+116
116
$63K 0.03%
813
117
$61K 0.02%
200
+117
118
$61K 0.02%
623
+150
119
$61K 0.02%
+472
120
$60K 0.02%
+49
121
$59K 0.02%
1,583
-85
122
$57K 0.02%
364
123
$57K 0.02%
959
124
$56K 0.02%
1,520
125
$55K 0.02%
+31
3 4
5
6 7