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
176
$53K 0.02%
278
-47
177
$49.7K 0.02%
608
-46
178
$47.2K 0.02%
959
179
$46.7K 0.02%
2,306
+430
180
$44.8K 0.02%
2,784
+2,512
181
$44K 0.02%
1,179
182
$42.2K 0.02%
174
183
$42K 0.02%
737
+712
184
$41.9K 0.02%
1,520
185
$39.1K 0.02%
792
-122
186
$39K 0.02%
323
187
$38.2K 0.02%
790
+230
188
$38.1K 0.02%
243
189
$37.7K 0.02%
182
-52
190
$37.5K 0.02%
1,395
191
$37.3K 0.02%
220
192
$36.9K 0.01%
1,192
193
$36.3K 0.01%
220
194
$36.1K 0.01%
916
-320
195
$35.7K 0.01%
+580
196
$35.6K 0.01%
1,068
-130
197
$35.5K 0.01%
250
198
$35.4K 0.01%
364
-81
199
$35.4K 0.01%
426
200
$35.3K 0.01%
+1,411
6 7
8
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