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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$127K 0.05%
569
+63
102
$127K 0.05%
652
103
$126K 0.05%
+5,997
104
$125K 0.05%
1,510
+59
105
$116K 0.05%
1,277
+51
106
$115K 0.05%
+10,769
107
$114K 0.05%
2,202
108
$111K 0.05%
389
109
$109K 0.05%
2,230
-535
110
$107K 0.04%
+854
111
$106K 0.04%
1,293
+50
112
$105K 0.04%
1,073
+700
113
$101K 0.04%
+2,111
114
$100K 0.04%
1,000
+500
115
$94K 0.04%
753
116
$93K 0.04%
1,160
-8
117
$90K 0.04%
1,151
118
$89K 0.04%
3,525
119
$88K 0.04%
2,157
-1,516
120
$88K 0.04%
+3,707
121
$87K 0.04%
+1,156
122
$85K 0.04%
+1,491
123
$82K 0.03%
+248
124
$78K 0.03%
721
-300
125
$75K 0.03%
+2,374
3 4
5
6 7