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
201
$30K 0.01%
507
+407
202
$29K 0.01%
120
203
$29K 0.01%
150
+50
204
$27K 0.01%
275
205
$27K 0.01%
432
-13,312
206
$27K 0.01%
52
207
$27K 0.01%
190
208
$26K 0.01%
133
209
$24K 0.01%
736
210
$24K 0.01%
110
-38
211
$24K 0.01%
78
-210
212
$24K 0.01%
108
213
$24K 0.01%
+421
214
$23K 0.01%
10,000
215
$23K 0.01%
1,491
216
$22K 0.01%
211
217
$22K 0.01%
12,780
-2,775
218
$21K 0.01%
358
219
$21K 0.01%
279
220
$21K 0.01%
872
221
$21K 0.01%
128
222
$20K ﹤0.01%
147
-275
223
$20K ﹤0.01%
+678
224
$20K ﹤0.01%
83
-13
225
$20K ﹤0.01%
+1,260
7 8
9
10 11