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
401
$24K 0.01%
547
+7
402
$23K 0.01%
1,842
+106
403
$23K 0.01%
160
404
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206
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405
$23K 0.01%
+176
406
$23K 0.01%
328
-3
407
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408
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409
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410
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411
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412
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413
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415
$22K 0.01%
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416
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417
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19
418
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419
$22K 0.01%
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420
$22K 0.01%
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421
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1,266
422
$22K 0.01%
172
423
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351
424
$21K 0.01%
288
425
$21K 0.01%
50
+10
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17
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