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
551
$11K ﹤0.01%
346
+13
552
$11K ﹤0.01%
85
+16
553
$11K ﹤0.01%
1,733
554
$11K ﹤0.01%
211
-213
555
$11K ﹤0.01%
730
556
$11K ﹤0.01%
307
557
$11K ﹤0.01%
173
558
$10K ﹤0.01%
804
559
$10K ﹤0.01%
106
-4
560
$10K ﹤0.01%
187
-193
561
$10K ﹤0.01%
262
+123
562
$10K ﹤0.01%
339
+19
563
$10K ﹤0.01%
102
564
$10K ﹤0.01%
75
565
$10K ﹤0.01%
886
566
$10K ﹤0.01%
208
567
$10K ﹤0.01%
1,045
+569
568
$10K ﹤0.01%
174
+14
569
$10K ﹤0.01%
219
+101
570
$10K ﹤0.01%
148
571
$10K ﹤0.01%
27
-13
572
$10K ﹤0.01%
81
+3
573
$10K ﹤0.01%
204
574
$10K ﹤0.01%
400
575
$10K ﹤0.01%
104
21 22
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