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
776
$5K ﹤0.01%
210
777
$5K ﹤0.01%
93
778
$5K ﹤0.01%
27
+4
779
$5K ﹤0.01%
36
780
$5K ﹤0.01%
100
781
$5K ﹤0.01%
20
782
$5K ﹤0.01%
108
783
$5K ﹤0.01%
480
+415
784
$5K ﹤0.01%
248
785
$5K ﹤0.01%
1,100
786
$5K ﹤0.01%
99
+62
787
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46
788
$4K ﹤0.01%
54
+17
789
$4K ﹤0.01%
202
+43
790
$4K ﹤0.01%
132
791
$4K ﹤0.01%
+35
792
$4K ﹤0.01%
19
793
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794
$4K ﹤0.01%
329
+106
795
$4K ﹤0.01%
36
796
$4K ﹤0.01%
+26
797
$4K ﹤0.01%
99
798
$4K ﹤0.01%
67
+14
799
$4K ﹤0.01%
33
800
$4K ﹤0.01%
57
30 31
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