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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$157K 0.06%
1,400
102
$155K 0.06%
1,658
+9
103
$151K 0.06%
396
-1,680
104
$150K 0.06%
1,351
-59
105
$146K 0.06%
1,640
+420
106
$137K 0.06%
1,766
-113
107
$137K 0.06%
1,516
-164
108
$136K 0.05%
636
-9
109
$133K 0.05%
505
+233
110
$132K 0.05%
1,578
111
$132K 0.05%
1,775
-19
112
$130K 0.05%
2,745
-231
113
$130K 0.05%
1,244
114
$129K 0.05%
243
-71
115
$127K 0.05%
+480
116
$127K 0.05%
834
117
$126K 0.05%
+1,695
118
$126K 0.05%
345
-17
119
$125K 0.05%
1,475
+474
120
$122K 0.05%
909
+327
121
$120K 0.05%
2,769
-932
122
$120K 0.05%
2,333
-253
123
$119K 0.05%
1,195
+1,192
124
$116K 0.05%
964
+45
125
$115K 0.05%
1,882
-150
3 4
5
6 7