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
$358M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$4.92M
3
+$3.78M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.84M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.81M

Top Sells

1
+$4.99M
2
+$2.28M
3
+$1.88M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$399K
5
PFE icon
Pfizer
PFE
+$149K

Sector Composition

1 Technology 4.31%
2 Healthcare 2.94%
3 Communication Services 2.64%
4 Industrials 2.63%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$42K 0.01%
+187
177
$41K 0.01%
+802
178
$41K 0.01%
+632
179
$41K 0.01%
+398
180
$41K 0.01%
+236
181
$39K 0.01%
+1,193
182
$38K 0.01%
+224
183
$38K 0.01%
+645
184
$37K 0.01%
+1,209
185
$36K 0.01%
+514
186
$35K 0.01%
+361
187
$34K 0.01%
+160
188
$34K 0.01%
+119
189
$34K 0.01%
+1,582
190
$33K 0.01%
+582
191
$33K 0.01%
+120
192
$32K 0.01%
+1,052
193
$32K 0.01%
+148
194
$32K 0.01%
+334
195
$31K 0.01%
+364
196
$31K 0.01%
+614
197
$31K 0.01%
+964
198
$31K 0.01%
+1,347
199
$29K 0.01%
+816
200
$29K 0.01%
+162
6 7
8
9 10