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
$153M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Sells

1 +$469K
2 +$292K
3 +$211K
4
GE icon
GE Aerospace
GE
+$203K
5
JNJ icon
Johnson & Johnson
JNJ
+$192K

Sector Composition

1 Healthcare 17.47%
2 Energy 13.65%
3 Technology 12.96%
4 Industrials 8.51%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$7K ﹤0.01%
128
477
$7K ﹤0.01%
54
+44
478
$7K ﹤0.01%
608
+188
479
$7K ﹤0.01%
377
480
$7K ﹤0.01%
115
481
$7K ﹤0.01%
260
482
$7K ﹤0.01%
200
483
$7K ﹤0.01%
100
484
$7K ﹤0.01%
158
+7
485
$7K ﹤0.01%
945
486
$7K ﹤0.01%
561
487
$7K ﹤0.01%
+305
488
$7K ﹤0.01%
151
489
$7K ﹤0.01%
720
490
$7K ﹤0.01%
59
491
$7K ﹤0.01%
100
492
$7K ﹤0.01%
47
493
$7K ﹤0.01%
150
494
$7K ﹤0.01%
159
495
$7K ﹤0.01%
193
496
$7K ﹤0.01%
136
497
$7K ﹤0.01%
165
498
$7K ﹤0.01%
11
499
$7K ﹤0.01%
17
500
$7K ﹤0.01%
250