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
51
$1.15M 0.45%
24,630
-939
52
$1.14M 0.45%
5,798
+1
53
$1.12M 0.44%
8,997
-291
54
$1.07M 0.42%
5,516
-86
55
$1.03M 0.41%
13,031
-491
56
$921K 0.36%
5,988
-39
57
$789K 0.31%
5,517
+1,257
58
$779K 0.31%
4,716
-884
59
$773K 0.31%
50,239
-300
60
$764K 0.3%
8,369
61
$763K 0.3%
6,480
62
$738K 0.29%
9,894
+1,187
63
$736K 0.29%
6,990
-178
64
$726K 0.29%
6,984
+468
65
$686K 0.27%
3,432
-154
66
$652K 0.26%
1,344
+1,043
67
$642K 0.25%
2,087
+57
68
$608K 0.24%
31,701
69
$607K 0.24%
2,317
+65
70
$593K 0.23%
5,559
71
$593K 0.23%
2,135
+310
72
$587K 0.23%
6,829
+34
73
$587K 0.23%
16,200
+7,141
74
$556K 0.22%
2,212
-570
75
$551K 0.22%
13,990
-1,054
1 2
3
4 5