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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K 0.06%
1,806
127
$218K 0.05%
742
+375
128
$202K 0.05%
909
+585
129
$191K 0.05%
4,632
-1,925
130
$185K 0.05%
1,665
131
$161K 0.04%
451
-71
132
$158K 0.04%
3,634
-2,795
133
$139K 0.03%
5,491
+3,339
134
$134K 0.03%
+1,244
135
$129K 0.03%
273
136
$128K 0.03%
2,349
+15
137
$122K 0.03%
1,336
+392
138
$119K 0.03%
1,160
139
$119K 0.03%
3,753
+294
140
$119K 0.03%
1,439
+1,105
141
$114K 0.03%
600
142
$112K 0.03%
941
+37
143
$107K 0.03%
5,000
144
$98K 0.02%
324
145
$98K 0.02%
699
146
$90K 0.02%
2,000
147
$90K 0.02%
1,620
-384
148
$88K 0.02%
551
149
$85K 0.02%
6,400
150
$81K 0.02%
+3,300
4 5
6
7 8