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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$39K 0.02%
316
+175
152
$39K 0.02%
+100
153
$39K 0.02%
580
154
$39K 0.02%
1,904
-9,192
155
$38K 0.02%
+224
156
$38K 0.02%
1,190
-30
157
$37K 0.02%
+462
158
$37K 0.02%
354
-153
159
$36K 0.01%
+279
160
$36K 0.01%
100
161
$36K 0.01%
+777
162
$35K 0.01%
+2,000
163
$35K 0.01%
373
-100
164
$35K 0.01%
1,860
-456
165
$35K 0.01%
+8,716
166
$34K 0.01%
604
167
$34K 0.01%
77
-8
168
$33K 0.01%
490
+300
169
$33K 0.01%
566
170
$33K 0.01%
450
171
$32K 0.01%
76
+40
172
$32K 0.01%
155
173
$32K 0.01%
180
174
$32K 0.01%
430
175
$32K 0.01%
+776
5 6
7
8 9