TCWA
Ten Capital Wealth Advisors Portfolio holdings
AUM
$345M
1-Year Return
9.66%
This Quarter Return
-1.32%
1 Year Return
+9.66%
3 Year Return
+25.02%
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
-$227M
(-52%)
Cap. Flow
-$224M
Cap. Flow
% of AUM
-104.78%
Top 10 Holdings %
Top 10 Hldgs %
67.81%
Holding
594
New
42
Increased
76
Reduced
107
Closed
91
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.31M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$2.27M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$2.19M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$2.16M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.5M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$18.8M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$12.8M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$12.3M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$11.8M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$11.5M |
Sector Composition
| 1 | Technology | 2.92% |
| 2 | Consumer Discretionary | 1.07% |
| 3 | Financials | 0.94% |
| 4 | Healthcare | 0.9% |
| 5 | Communication Services | 0.53% |
