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
$410M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.41M
3
+$7.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.71M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.88M

Top Sells

1
+$6.09M
2
+$5.85M
3
+$3.65M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.43M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.14M

Sector Composition

1 Technology 3.81%
2 Healthcare 2.55%
3 Industrials 2.37%
4 Communication Services 2.26%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47K 0.01%
1,220
+1,090
177
$47K 0.01%
722
178
$43K 0.01%
802
179
$42K 0.01%
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180
$42K 0.01%
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181
$41K 0.01%
262
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182
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183
$39K 0.01%
187
184
$39K 0.01%
614
+463
185
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580
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186
$38K 0.01%
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187
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215
-21
188
$37K 0.01%
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189
$37K 0.01%
645
190
$36K 0.01%
161
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191
$36K 0.01%
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192
$35K 0.01%
816
193
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194
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195
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197
$32K 0.01%
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198
$31K 0.01%
+377
199
$30K 0.01%
49
-48
200
$30K 0.01%
614
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