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
$175M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$1.08M
3 +$850K
4
CMCSA icon
Comcast
CMCSA
+$663K
5
AAPL icon
Apple
AAPL
+$499K

Sector Composition

1 Healthcare 18.46%
2 Technology 13.91%
3 Energy 10.97%
4 Industrials 9.05%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$6K ﹤0.01%
1,000
627
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70
628
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+320
629
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630
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631
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240
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635
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636
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0
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649
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$5K ﹤0.01%
53