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
$132M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Sells

1 +$884K
2 +$753K
3 +$400K
4
SLB icon
SLB Ltd
SLB
+$353K
5
INTU icon
Intuit
INTU
+$323K

Sector Composition

1 Healthcare 16.37%
2 Technology 13.88%
3 Energy 12.39%
4 Industrials 9.04%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5K ﹤0.01%
+400
502
$5K ﹤0.01%
105
503
$4K ﹤0.01%
+130
504
$4K ﹤0.01%
176
505
$4K ﹤0.01%
47
-103
506
$4K ﹤0.01%
65
507
$4K ﹤0.01%
84
508
$4K ﹤0.01%
74
509
$4K ﹤0.01%
625
510
$4K ﹤0.01%
17
511
$4K ﹤0.01%
228
512
$4K ﹤0.01%
+90
513
$4K ﹤0.01%
46
514
$4K ﹤0.01%
113
515
$4K ﹤0.01%
+220
516
$4K ﹤0.01%
69
517
$4K ﹤0.01%
500
518
$4K ﹤0.01%
151
519
$4K ﹤0.01%
56
520
$4K ﹤0.01%
102
521
$4K ﹤0.01%
245
522
$4K ﹤0.01%
106
523
$4K ﹤0.01%
107
524
$4K ﹤0.01%
143
525
$4K ﹤0.01%
36