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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.01%
540
+370
177
$28K 0.01%
382
+61
178
$28K 0.01%
180
179
$27K 0.01%
155
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180
$26K 0.01%
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$26K 0.01%
507
182
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920
183
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147
-50
184
$26K 0.01%
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-331,630
185
$26K 0.01%
421
186
$25K 0.01%
147
187
$25K 0.01%
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188
$24K 0.01%
736
189
$24K 0.01%
358
190
$24K 0.01%
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191
$24K 0.01%
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192
$24K 0.01%
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193
$23K 0.01%
83
194
$23K 0.01%
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195
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196
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197
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178
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$22K 0.01%
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199
$22K 0.01%
98
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200
$22K 0.01%
459
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