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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$110K 0.04%
1,144
-90
127
$110K 0.04%
1,558
+884
128
$109K 0.04%
2,308
129
$108K 0.04%
1,309
130
$105K 0.04%
2,956
-492
131
$105K 0.04%
1,455
+410
132
$102K 0.04%
1,184
-49
133
$100K 0.04%
929
134
$98.1K 0.04%
2,200
+2,165
135
$96.5K 0.04%
653
+443
136
$92.1K 0.04%
1,236
+1,017
137
$90.9K 0.04%
1,950
138
$89.4K 0.04%
1,618
-1,206
139
$86.8K 0.03%
802
+712
140
$85.8K 0.03%
250
+2
141
$85.6K 0.03%
1,709
142
$85.2K 0.03%
1,335
143
$85.1K 0.03%
+1,625
144
$82.5K 0.03%
151
+89
145
$80.2K 0.03%
1,141
-15
146
$77.8K 0.03%
1,075
-90
147
$77.1K 0.03%
2,205
+1,600
148
$77.1K 0.03%
3,525
149
$74.9K 0.03%
1,970
+1,234
150
$74.7K 0.03%
+1,104
4 5
6
7 8