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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.05%
2,031
-131
127
$221K 0.05%
1,807
+1
128
$215K 0.05%
4,228
-1,031
129
$206K 0.05%
1,736
+71
130
$202K 0.05%
4,582
-50
131
$170K 0.04%
3,646
+12
132
$169K 0.04%
289
+16
133
$169K 0.04%
744
-165
134
$153K 0.03%
384
-67
135
$148K 0.03%
1,180
+20
136
$146K 0.03%
5,799
+3,408
137
$136K 0.03%
1,336
138
$134K 0.03%
1,244
139
$129K 0.03%
6,440
+40
140
$125K 0.03%
1,420
-19
141
$118K 0.03%
2,349
142
$116K 0.03%
5,000
143
$116K 0.03%
600
144
$115K 0.03%
362
+38
145
$109K 0.02%
941
146
$104K 0.02%
1,648
+28
147
$102K 0.02%
1,527
+913
148
$100K 0.02%
2,000
149
$97K 0.02%
2,941
-812
150
$97K 0.02%
699
4 5
6
7 8