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
$239M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$3.45M
3
+$3.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.04M

Top Sells

1
+$17.3M
2
+$9.35M
3
+$3.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.13M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$655K

Sector Composition

1 Technology 4.44%
2 Financials 1.2%
3 Consumer Discretionary 1.14%
4 Healthcare 1.09%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45K 0.02%
+1,204
152
$45K 0.02%
1,318
-265
153
$45K 0.02%
891
+96
154
$44K 0.02%
1,876
+236
155
$41K 0.02%
+809
156
$40K 0.02%
187
+59
157
$39K 0.02%
361
158
$38K 0.02%
316
159
$37K 0.02%
143
160
$37K 0.02%
736
161
$37K 0.02%
580
162
$37K 0.02%
8,716
163
$36K 0.02%
195
+48
164
$36K 0.02%
120
-81
165
$36K 0.02%
1,900
-4
166
$33K 0.01%
49
167
$33K 0.01%
604
168
$31K 0.01%
490
169
$30K 0.01%
158
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$30K 0.01%
430
171
$30K 0.01%
1,251
-1,542
172
$29K 0.01%
155
173
$29K 0.01%
540
174
$29K 0.01%
1,491
175
$29K 0.01%
105
5 6
7
8 9