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
851
$4K ﹤0.01%
190
852
$4K ﹤0.01%
89
853
$4K ﹤0.01%
48
+15
854
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157
855
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358
+30
856
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199
857
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75
858
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566
+473
859
$4K ﹤0.01%
447
860
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861
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28
862
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81
863
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864
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143
-3
865
$4K ﹤0.01%
73
-119
866
$4K ﹤0.01%
+61
867
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60
868
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268
869
$4K ﹤0.01%
79
870
$4K ﹤0.01%
738
+501
871
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139
872
$4K ﹤0.01%
+93
873
$4K ﹤0.01%
28
874
$4K ﹤0.01%
50
875
$4K ﹤0.01%
279
33 34
35
36 37