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TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Fund
S&P 500
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
+$10.1M
2
+$9.24M
3
+$6.88M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.74M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.94M

Top Sells

1
+$6.1M
2
+$5.9M
3
+$3.72M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.5M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.15M

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
1
$26.9M 6.57%
225,730
+26,553
2
$22.5M 5.49%
592,220
+11,338
3
$19.7M 4.82%
249,500
+118,977
4
$18.5M 4.51%
278,060
-28,836
5
$14.6M 3.56%
302,525
+218,106
6
$11.2M 2.73%
328,794
+47,934
7
$11.1M 2.72%
219,668
+31,180
8
$11.1M 2.7%
243,150
+161,352
9
$10.5M 2.56%
196,798
+19,320
10
$9.62M 2.35%
237,928
-1,371
11
$9.38M 2.29%
114,091
+27,056
12
$9.31M 2.27%
162,989
+102,983
13
$9.08M 2.22%
180,861
-62,610
14
$7.88M 1.92%
67,549
-2,698
15
$7.59M 1.85%
85,598
+62,146
16
$7.25M 1.77%
132,621
+122,810
17
$7.18M 1.75%
72,986
+14,259
18
$6.59M 1.61%
78,466
-8,258
19
$6.46M 1.58%
88,118
-8,105
20
$5.93M 1.45%
86,823
-30,967
21
$5.77M 1.41%
80,107
+3,117
22
$5.72M 1.4%
24,266
-58
23
$5.63M 1.38%
85,419
+38,798
24
$4.9M 1.2%
100,789
-4,048
25
$4.55M 1.11%
104,722
-13,133
1
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