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
326
$42K 0.02%
228
327
$41K 0.02%
149
-1,264
328
$41K 0.02%
4,068
329
$41K 0.02%
433
-502
330
$41K 0.02%
10,000
331
$41K 0.02%
808
332
$40K 0.02%
579
+3
333
$40K 0.02%
179
-328
334
$40K 0.02%
1,002
335
$40K 0.02%
1,532
+129
336
$39K 0.02%
1,864
+12
337
$38K 0.02%
1,285
-185
338
$38K 0.02%
3,452
+130
339
$37K 0.01%
276
340
$37K 0.01%
3,093
+3,057
341
$37K 0.01%
179
-3
342
$37K 0.01%
849
+62
343
$37K 0.01%
509
+500
344
$36K 0.01%
1,018
345
$36K 0.01%
254
+18
346
$36K 0.01%
1,511
+2
347
$35K 0.01%
452
348
$35K 0.01%
930
-28
349
$34K 0.01%
+784
350
$34K 0.01%
1,638
-5
12 13
14
15 16