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
$159M
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,026
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$976K
3 +$665K
4
JNJ icon
Johnson & Johnson
JNJ
+$460K
5
DHR icon
Danaher
DHR
+$424K

Top Sells

1 +$4.41M
2 +$1.33M
3 +$991K
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$743K
5
CMCSA icon
Comcast
CMCSA
+$565K

Sector Composition

1 Healthcare 19.38%
2 Technology 14.45%
3 Energy 9.46%
4 Industrials 9.3%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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