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
726
$6K ﹤0.01%
417
+262
727
$6K ﹤0.01%
78
728
$5K ﹤0.01%
29
+6
729
$5K ﹤0.01%
43
-48
730
$5K ﹤0.01%
+200
731
$5K ﹤0.01%
53
+10
732
$5K ﹤0.01%
280
733
$5K ﹤0.01%
517
734
$5K ﹤0.01%
105
735
$5K ﹤0.01%
+106
736
$5K ﹤0.01%
181
737
$5K ﹤0.01%
60
738
$5K ﹤0.01%
87
739
$5K ﹤0.01%
82
740
$5K ﹤0.01%
485
741
$5K ﹤0.01%
255
+49
742
$5K ﹤0.01%
123
743
$5K ﹤0.01%
+628
744
$5K ﹤0.01%
50
-5
745
$5K ﹤0.01%
58
+23
746
$5K ﹤0.01%
303
747
$5K ﹤0.01%
46
748
$5K ﹤0.01%
6
749
$5K ﹤0.01%
74
750
$5K ﹤0.01%
49
-3
28 29
30
31 32