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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$96K 0.02%
271
+193
152
$92K 0.02%
551
153
$88K 0.02%
3,300
154
$85K 0.02%
3,264
+1,917
155
$76K 0.02%
4,000
156
$76K 0.02%
670
157
$74K 0.02%
+5,000
158
$73K 0.02%
813
159
$72K 0.02%
460
+74
160
$71K 0.02%
1,750
-7
161
$69K 0.02%
+2,160
162
$67K 0.02%
1,448
163
$67K 0.02%
306
164
$67K 0.02%
300
165
$66K 0.02%
1,470
166
$65K 0.01%
787
-111
167
$65K 0.01%
1,220
168
$65K 0.01%
2,512
+1,640
169
$64K 0.01%
558
-32
170
$64K 0.01%
476
+50
171
$63K 0.01%
1,040
172
$62K 0.01%
1,135
173
$60K 0.01%
+1,147
174
$60K 0.01%
727
+350
175
$58K 0.01%
1,000
5 6
7
8 9