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
$214M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.27M
3
+$2.19M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.5M

Top Sells

1
+$18.8M
2
+$12.8M
3
+$12.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.5M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.07%
3 Financials 0.94%
4 Healthcare 0.9%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21K 0.01%
150
-326
202
$21K 0.01%
+160
203
$21K 0.01%
105
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204
$20K 0.01%
678
205
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206
$20K 0.01%
250
207
$19K 0.01%
+313
208
$19K 0.01%
356
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209
$18K 0.01%
368
210
$18K 0.01%
843
+16
211
$18K 0.01%
1,250
212
$18K 0.01%
+400
213
$17K 0.01%
310
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214
$17K 0.01%
79
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215
$17K 0.01%
125
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216
$17K 0.01%
414
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217
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218
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219
$17K 0.01%
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$16K 0.01%
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223
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224
$16K 0.01%
227
+150
225
$16K 0.01%
658
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10 11