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
376
$28K 0.01%
2,099
377
$28K 0.01%
825
378
$28K 0.01%
1,000
379
$28K 0.01%
757
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381
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127
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382
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$27K 0.01%
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$26K 0.01%
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385
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948
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387
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388
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316
390
$26K 0.01%
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$25K 0.01%
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392
$25K 0.01%
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393
$25K 0.01%
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$24K 0.01%
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$24K 0.01%
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399
$24K 0.01%
793
400
$24K 0.01%
600
14 15
16
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