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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$74.2K 0.03%
740
-275
152
$74K 0.03%
+2,144
153
$67.3K 0.03%
200
-100
154
$67K 0.03%
2,160
155
$66.2K 0.03%
762
-183
156
$65K 0.03%
185
+23
157
$64.3K 0.03%
1,150
158
$64.2K 0.03%
1,491
159
$63.8K 0.03%
1,621
-130
160
$63.6K 0.03%
1,000
161
$63K 0.03%
239
-45
162
$61.2K 0.02%
2,231
163
$59.3K 0.02%
813
164
$58K 0.02%
772
-379
165
$57.3K 0.02%
2,168
-1,898
166
$56.8K 0.02%
229
167
$56.7K 0.02%
920
168
$56.7K 0.02%
1,245
+1,223
169
$56.6K 0.02%
732
-50
170
$56.1K 0.02%
800
171
$55.3K 0.02%
+319
172
$55K 0.02%
1,412
+1,187
173
$54.3K 0.02%
2,624
174
$54.1K 0.02%
897
175
$53.3K 0.02%
201
+81
5 6
7
8 9