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
$132M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Sells

1 +$884K
2 +$753K
3 +$400K
4
SLB icon
SLB Limited
SLB
+$353K
5
INTU icon
Intuit
INTU
+$323K

Sector Composition

1 Healthcare 16.37%
2 Technology 13.88%
3 Energy 12.39%
4 Industrials 9.04%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$1K ﹤0.01%
+22
727
$1K ﹤0.01%
3
728
$1K ﹤0.01%
+67
729
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+46
730
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60
731
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732
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733
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734
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30
735
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736
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+13
737
$1K ﹤0.01%
+1,000
738
$1K ﹤0.01%
41
739
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29
740
$1K ﹤0.01%
+22
741
$1K ﹤0.01%
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742
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743
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82
744
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745
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+36
746
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39
747
$1K ﹤0.01%
+41
748
$1K ﹤0.01%
+37
749
$1K ﹤0.01%
+41
750
$1K ﹤0.01%
+19