TC
| |
Ten Capital Wealth Advisors, LLC13F | |
| Ten Capital Wealth Advisors, LLC | |
| Last update 2023-07-31 | 200 Stocks (21 new) |
| Value $345.00 Mil | Turnover 13 % |
Ten Capital Wealth Advisors, L... Top Holdings of 2023-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 922,525 | 45,990.0 | +8.17% | 13.340 | +1.01% | 1.800 | +1.87% | +2.70% | 22,855.0 | ||
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 750,109 | 33,130.0 | +5.61% | 9.610 | +0.51% | 0.860 | +1.33% | +3.70% | 3,334.8 | ||
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 302,108 | 26,370.0 | +1.24% | 7.650 | +0.09% | 0.230 | +15.95% | +8.69% | 14,165.5 | ||
JEPI | JPMorgan Equity Premium Income ETF | 449,845 | 24,890.0 | -2.83% | 7.220 | -0.23% | 0.100 | +6.99% | +3.82% | 41,282.5 | ||
DGRO | iShares Core Dividend Growth ETF | 435,643 | 22,450.0 | -0.17% | 6.510 | -0.01% | 0.090 | +10.87% | +7.96% | 32,734.9 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 474,622 | 22,350.0 | -3.10% | 6.480 | -0.22% | 0.270 | +13.00% | +9.02% | 15,579.3 | ||
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 480,908 | 19,280.0 | -2.78% | 5.590 | -0.18% | 0.160 | +5.84% | +6.27% | 9,179.0 | ||
PCOR | Procore Technologies Inc | 187,293 | 12,190.0 | +327.79% | 3.540 | +2.71% | 0.130 | +17.97% | -0.83% | 11,084.8 | Software | |
MSFT | Microsoft Corp | 33,492 | 11,410.0 | +93.98% | 3.310 | +1.60% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
IVV | iShares Core S&P 500 ETF | 24,705 | 11,010.0 | -5.45% | 3.190 | -0.19% | 0.000 | +16.45% | +8.98% | 642,461.0 |
Ten Capital Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Ten Capital Wealth Advisors, LLC Total Holding History ($B)
Ten Capital Wealth Advisors, LLC's Asset Allocation
Ten Capital Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ten Capital Wealth Advisors, LLC's Hypothetical Growth since 2023-06-30
Ten Capital Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ten Capital Wealth Advisors, LLC's Holdings Heat Map
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Ten Capital Wealth Advisors, LLC's Holdings Bubble Chart
Ten Capital Wealth Advisors, LLC News
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