TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Sells

1 +$2.05M
2 +$1,000K
3 +$649K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$558K
5
CAT icon
Caterpillar
CAT
+$542K

Sector Composition

1 Technology 5.84%
2 Healthcare 2.72%
3 Industrials 2.13%
4 Financials 2.08%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-11,374
227
-3,553
228
-1,628
229
-675
230
-2,471
231
-638