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
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34.9K 0.01%
+1,430
202
$34.8K 0.01%
561
+202
203
$34.8K 0.01%
+1,431
204
$34.8K 0.01%
1,050
-112
205
$34.7K 0.01%
+1,484
206
$34.2K 0.01%
1,040
207
$33.9K 0.01%
106
208
$33.7K 0.01%
153
-195
209
$33.6K 0.01%
213
210
$33.6K 0.01%
+1,437
211
$33.4K 0.01%
192
-2
212
$33K 0.01%
361
213
$32.4K 0.01%
+1,376
214
$32.1K 0.01%
184
+81
215
$31.9K 0.01%
228
216
$31.8K 0.01%
443
217
$31.8K 0.01%
741
+471
218
$31.6K 0.01%
+684
219
$31.5K 0.01%
358
-144
220
$31.4K 0.01%
450
+150
221
$31.3K 0.01%
1,336
+5
222
$31.1K 0.01%
1,097
-230
223
$30.9K 0.01%
2,052
+1,476
224
$30.3K 0.01%
+303
225
$30.3K 0.01%
206
7 8
9
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