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
201
$29K 0.01%
+219
202
$28K 0.01%
+52
203
$27K 0.01%
+190
204
$26K 0.01%
+275
205
$24K 0.01%
+882
206
$24K 0.01%
+133
207
$24K 0.01%
+108
208
$23K 0.01%
+96
209
$22K 0.01%
+128
210
$22K 0.01%
+64
211
$21K 0.01%
+1,491
212
$20K 0.01%
+91
213
$20K 0.01%
10,000
214
$20K 0.01%
+210
215
$19K 0.01%
+89
216
$19K 0.01%
+736
217
$19K 0.01%
+279
218
$19K 0.01%
+872
219
$19K 0.01%
15,555
220
$18K 0.01%
+300
221
$18K 0.01%
+131
222
$18K 0.01%
+211
223
$18K 0.01%
+368
224
$18K 0.01%
+100
225
$17K ﹤0.01%
+358
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