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
$247M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,717
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$260K
3
+$259K
4
TSLA icon
Tesla
TSLA
+$180K
5
LOW icon
Lowe's Companies
LOW
+$168K

Top Sells

1
+$384K
2
+$348K
3
+$338K
4
DVY icon
iShares Select Dividend ETF
DVY
+$311K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$300K

Sector Composition

1 Technology 27.61%
2 Healthcare 13.16%
3 Consumer Discretionary 10.76%
4 Industrials 7.83%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$66K 0.03%
1,035
+2
252
$66K 0.03%
5,797
253
$65K 0.03%
40,949
+974
254
$65K 0.03%
450
-10
255
$64K 0.03%
9,627
+76
256
$64K 0.03%
292
257
$64K 0.03%
4,772
258
$64K 0.03%
791
-70
259
$63K 0.02%
2,678
-274
260
$63K 0.02%
132
261
$63K 0.02%
814
262
$62K 0.02%
296
-24
263
$62K 0.02%
2,025
+45
264
$61K 0.02%
972
+8
265
$61K 0.02%
3,421
266
$60K 0.02%
573
267
$60K 0.02%
1,951
+16
268
$59K 0.02%
1,141
+508
269
$59K 0.02%
4,941
270
$59K 0.02%
428
271
$59K 0.02%
1,127
272
$58K 0.02%
1,555
-257
273
$57K 0.02%
4,757
+1,662
274
$57K 0.02%
245
275
$56K 0.02%
2,223
9 10
11
12 13