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
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$0 ﹤0.01%
6
2727
$0 ﹤0.01%
4
-96
2728
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2729
$0 ﹤0.01%
9
-446
2730
-250
2731
$0 ﹤0.01%
+1
2732
$0 ﹤0.01%
+2
2733
-174
2734
-34
2735
$0 ﹤0.01%
4
+1
2736
$0 ﹤0.01%
4
-4
2737
$0 ﹤0.01%
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