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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.03%
1,000
127
$54K 0.03%
1,180
128
$53K 0.02%
608
129
$53K 0.02%
+80
130
$52K 0.02%
959
131
$51K 0.02%
+914
132
$50K 0.02%
1,520
133
$49K 0.02%
1,355
134
$47K 0.02%
364
135
$47K 0.02%
+220
136
$46K 0.02%
473
137
$46K 0.02%
1,848
-664
138
$46K 0.02%
722
139
$45K 0.02%
1,193
140
$45K 0.02%
473
+440
141
$45K 0.02%
575
+384
142
$43K 0.02%
1,220
143
$43K 0.02%
2,000
144
$43K 0.02%
795
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145
$40K 0.02%
361
146
$40K 0.02%
120
147
$40K 0.02%
1,209
148
$40K 0.02%
2,316
+456
149
$39K 0.02%
868
-580
150
$39K 0.02%
+2,741
4 5
6
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