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
176
$29K 0.01%
180
177
$28K 0.01%
366
178
$28K 0.01%
600
179
$28K 0.01%
777
180
$27K 0.01%
356
181
$27K 0.01%
703
182
$27K 0.01%
250
183
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72
184
$27K 0.01%
237
+12
185
$26K 0.01%
76
186
$26K 0.01%
178
187
$26K 0.01%
816
188
$26K 0.01%
180
189
$26K 0.01%
920
190
$26K 0.01%
871
+14
191
$25K 0.01%
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192
$25K 0.01%
497
193
$25K 0.01%
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194
$25K 0.01%
690
195
$25K 0.01%
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196
$24K 0.01%
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$24K 0.01%
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198
$24K 0.01%
271
199
$23K 0.01%
415
+50
200
$23K 0.01%
216
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