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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$76K 0.02%
+753
152
$76K 0.02%
2,828
+494
153
$74K 0.02%
813
+415
154
$73K 0.02%
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155
$70K 0.02%
306
156
$69K 0.02%
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157
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158
$68K 0.02%
670
159
$66K 0.02%
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160
$64K 0.02%
590
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161
$64K 0.02%
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162
$63K 0.02%
750
163
$63K 0.02%
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164
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165
$60K 0.01%
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166
$59K 0.01%
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167
$58K 0.01%
1,000
168
$58K 0.01%
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169
$58K 0.01%
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170
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172
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227
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173
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174
$48K 0.01%
364
175
$48K 0.01%
1,000
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