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
$441M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.52M
3
+$3.23M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.83M

Top Sells

1
+$2.64M
2
+$2.05M
3
+$1.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.52M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.15M

Sector Composition

1 Technology 3.72%
2 Healthcare 2.42%
3 Industrials 2.09%
4 Communication Services 2.08%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$36K 0.01%
149
-12
202
$36K 0.01%
91
+48
203
$35K 0.01%
1,132
+1,034
204
$34K 0.01%
49
205
$34K 0.01%
566
+300
206
$33K 0.01%
1,052
207
$33K 0.01%
+2,000
208
$32K 0.01%
1,860
-14,298
209
$31K 0.01%
385
-365
210
$31K 0.01%
816
211
$31K 0.01%
614
212
$31K 0.01%
+604
213
$31K 0.01%
545
-100
214
$30K 0.01%
+566
215
$30K 0.01%
+450
216
$30K 0.01%
+77
217
$29K 0.01%
100
+69
218
$28K 0.01%
+30
219
$28K 0.01%
180
-10
220
$28K 0.01%
145
-76
221
$27K 0.01%
736
222
$27K 0.01%
275
223
$27K 0.01%
507
224
$27K 0.01%
52
225
$27K 0.01%
+920
7 8
9
10 11