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
751
$5K ﹤0.01%
163
+119
752
$5K ﹤0.01%
116
753
$5K ﹤0.01%
55
+42
754
$5K ﹤0.01%
51
+11
755
$5K ﹤0.01%
330
+142
756
$5K ﹤0.01%
136
-342
757
$5K ﹤0.01%
712
+206
758
$5K ﹤0.01%
102
-20
759
$5K ﹤0.01%
84
+21
760
$5K ﹤0.01%
58
-5
761
$5K ﹤0.01%
311
+201
762
$5K ﹤0.01%
272
+72
763
$5K ﹤0.01%
20
764
$5K ﹤0.01%
75
765
$5K ﹤0.01%
125
+65
766
$5K ﹤0.01%
+1,709
767
$5K ﹤0.01%
188
+43
768
$5K ﹤0.01%
1,003
769
$5K ﹤0.01%
89
770
$5K ﹤0.01%
50
771
$5K ﹤0.01%
588
+409
772
$5K ﹤0.01%
78
-76
773
$5K ﹤0.01%
80
774
$5K ﹤0.01%
27
+7
775
$5K ﹤0.01%
25
29 30
31
32 33