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
1
$34.7M 13.93%
870,089
+56,482
2
$24.4M 9.8%
320,934
+1,843
3
$23.8M 9.54%
436,474
+44,135
4
$23.4M 9.37%
531,760
+39,375
5
$21M 8.41%
419,056
+24,088
6
$10.1M 4.05%
26,283
+625
7
$8.46M 3.39%
171,692
+80,171
8
$7.13M 2.86%
150,351
-7,593
9
$6.26M 2.51%
79,519
-2,334
10
$5.26M 2.11%
28,679
-13
11
$4.72M 1.89%
158,955
+5,389
12
$4.6M 1.85%
22,592
+499
13
$4.03M 1.62%
16,818
+1,759
14
$2.86M 1.15%
133,845
-577
15
$2.34M 0.94%
56,851
-195
16
$2.33M 0.93%
81,890
+1,022
17
$2.29M 0.92%
51,725
-4,378
18
$2.25M 0.9%
24,220
-391
19
$2.12M 0.85%
36,273
+2,822
20
$2.08M 0.84%
19,765
-1,242
21
$2.07M 0.83%
43,815
-1,185
22
$1.98M 0.79%
43,579
-1,323
23
$1.94M 0.78%
49,875
-5,759
24
$1.86M 0.75%
32,157
-486
25
$1.72M 0.69%
13,218
+1,345
1
2 3 4 5