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
526
$12K ﹤0.01%
1,043
+453
527
$12K ﹤0.01%
12
+3
528
$12K ﹤0.01%
409
-274
529
$12K ﹤0.01%
37
530
$12K ﹤0.01%
77
-64
531
$12K ﹤0.01%
40
+18
532
$12K ﹤0.01%
103
533
$12K ﹤0.01%
167
+8
534
$12K ﹤0.01%
110
-5
535
$12K ﹤0.01%
124
536
$12K ﹤0.01%
97
+48
537
$12K ﹤0.01%
119
+30
538
$12K ﹤0.01%
237
+5
539
$11K ﹤0.01%
63
540
$11K ﹤0.01%
726
-65
541
$11K ﹤0.01%
+88
542
$11K ﹤0.01%
401
+7
543
$11K ﹤0.01%
133
544
$11K ﹤0.01%
496
+68
545
$11K ﹤0.01%
177
546
$11K ﹤0.01%
170
+18
547
$11K ﹤0.01%
58
-2
548
$11K ﹤0.01%
739
-68
549
$11K ﹤0.01%
200
550
$11K ﹤0.01%
214
20 21
22
23 24