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
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71K 0.02%
+2,000
152
$67K 0.02%
+670
153
$65K 0.02%
+2,334
154
$64K 0.02%
+379
155
$63K 0.02%
+1,000
156
$63K 0.02%
+1,317
157
$61K 0.02%
+1,448
158
$61K 0.02%
+300
159
$60K 0.02%
+750
160
$59K 0.02%
+604
161
$59K 0.02%
+426
162
$56K 0.02%
+306
163
$56K 0.02%
+1,040
164
$54K 0.02%
+1,000
165
$53K 0.01%
+1,135
166
$52K 0.01%
+502
167
$51K 0.01%
+422
168
$51K 0.01%
+2,152
169
$51K 0.01%
+2,391
170
$49K 0.01%
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171
$47K 0.01%
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172
$46K 0.01%
+354
173
$46K 0.01%
+722
174
$45K 0.01%
+4,000
175
$44K 0.01%
+954
5 6
7
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