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
$205M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1 +$687K
2 +$351K
3 +$174K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$155K
5
TSLA icon
Tesla
TSLA
+$108K

Top Sells

1 +$31M
2 +$4.02M
3 +$3.66M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
IBM icon
IBM
IBM
+$1.84M

Sector Composition

1 Technology 19.24%
2 Healthcare 11.78%
3 Industrials 10.14%
4 Consumer Discretionary 9.91%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$9K ﹤0.01%
219
652
$9K ﹤0.01%
222
+77
653
$9K ﹤0.01%
205
654
$9K ﹤0.01%
826
+640
655
$9K ﹤0.01%
32
656
$9K ﹤0.01%
349
+77
657
$9K ﹤0.01%
125
658
$9K ﹤0.01%
434
+248
659
$9K ﹤0.01%
207
660
$9K ﹤0.01%
37
661
$9K ﹤0.01%
105
662
$9K ﹤0.01%
61
+54
663
$9K ﹤0.01%
53
664
$9K ﹤0.01%
865
+127
665
$9K ﹤0.01%
+175
666
$9K ﹤0.01%
332
-21
667
$9K ﹤0.01%
179
668
$9K ﹤0.01%
157
+17
669
$9K ﹤0.01%
226
+21
670
$9K ﹤0.01%
86
+3
671
$9K ﹤0.01%
27
+3
672
$9K ﹤0.01%
132
673
$9K ﹤0.01%
57
+3
674
$8K ﹤0.01%
53
675
$8K ﹤0.01%
150