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
$245M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.14M
3
+$1.99M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.81M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.24M

Top Sells

1
+$564K
2
+$233K
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.16%
3 Healthcare 0.95%
4 Financials 0.95%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K 0.01%
1,167
202
$25K 0.01%
216
203
$25K 0.01%
+85
204
$25K 0.01%
271
205
$24K 0.01%
178
206
$24K 0.01%
147
207
$24K 0.01%
1,238
+762
208
$24K 0.01%
459
209
$23K 0.01%
160
210
$23K 0.01%
+226
211
$23K 0.01%
98
212
$22K 0.01%
507
213
$22K 0.01%
+41
214
$22K 0.01%
+114
215
$21K 0.01%
+185
216
$21K 0.01%
185
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217
$21K 0.01%
+88
218
$20K 0.01%
356
219
$19K 0.01%
128
220
$19K 0.01%
8
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221
$19K 0.01%
365
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222
$19K 0.01%
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223
$19K 0.01%
250
224
$19K 0.01%
400
225
$19K 0.01%
+210
7 8
9
10 11