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
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$191K 0.05%
+6,334
127
$190K 0.05%
+2,250
128
$185K 0.05%
+522
129
$137K 0.04%
+273
130
$119K 0.03%
+2,334
131
$106K 0.03%
+3,459
132
$102K 0.03%
+1,160
133
$100K 0.03%
+367
134
$99K 0.03%
+904
135
$96K 0.03%
+600
136
$96K 0.03%
+699
137
$94K 0.03%
+5,000
138
$90K 0.03%
+288
139
$86K 0.02%
+324
140
$84K 0.02%
+6,400
141
$83K 0.02%
+2,065
142
$83K 0.02%
+2,004
143
$81K 0.02%
+1,496
144
$81K 0.02%
+551
145
$80K 0.02%
+345
146
$80K 0.02%
+2,300
147
$80K 0.02%
+944
148
$77K 0.02%
+2,020
149
$76K 0.02%
+1,000
150
$76K 0.02%
+324
4 5
6
7 8