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
601
$4K ﹤0.01%
82
602
$4K ﹤0.01%
62
603
$4K ﹤0.01%
64
+1
604
$4K ﹤0.01%
30
605
$4K ﹤0.01%
33
606
$4K ﹤0.01%
106
607
$4K ﹤0.01%
143
608
$4K ﹤0.01%
43
609
$4K ﹤0.01%
78
610
$4K ﹤0.01%
125
611
$4K ﹤0.01%
201
612
$4K ﹤0.01%
122
+1
613
$4K ﹤0.01%
300
614
$4K ﹤0.01%
76
615
$4K ﹤0.01%
47
616
$4K ﹤0.01%
290
617
$4K ﹤0.01%
95
618
$4K ﹤0.01%
49
619
$4K ﹤0.01%
160
620
$4K ﹤0.01%
430
621
$4K ﹤0.01%
262
+1
622
$4K ﹤0.01%
166
623
$4K ﹤0.01%
46
624
$4K ﹤0.01%
368
625
$4K ﹤0.01%
25