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
651
$7K ﹤0.01%
99
652
$7K ﹤0.01%
257
+25
653
$7K ﹤0.01%
1,057
+511
654
$7K ﹤0.01%
390
655
$7K ﹤0.01%
59
656
$7K ﹤0.01%
112
657
$7K ﹤0.01%
112
-18
658
$7K ﹤0.01%
252
659
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200
660
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-3
661
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125
662
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663
$7K ﹤0.01%
162
664
$7K ﹤0.01%
105
665
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97
666
$7K ﹤0.01%
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667
$7K ﹤0.01%
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668
$7K ﹤0.01%
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$7K ﹤0.01%
28
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$7K ﹤0.01%
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$7K ﹤0.01%
81
672
$7K ﹤0.01%
83
673
$7K ﹤0.01%
205
674
$7K ﹤0.01%
410
+35
675
$7K ﹤0.01%
593
25 26
27
28 29