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
876
$4K ﹤0.01%
114
+71
877
$4K ﹤0.01%
291
878
$4K ﹤0.01%
+266
879
$4K ﹤0.01%
105
-764
880
$4K ﹤0.01%
+44
881
$4K ﹤0.01%
87
882
$4K ﹤0.01%
81
+19
883
$4K ﹤0.01%
109
884
$4K ﹤0.01%
62
885
$4K ﹤0.01%
509
886
$4K ﹤0.01%
144
887
$4K ﹤0.01%
211
888
$4K ﹤0.01%
51
889
$4K ﹤0.01%
153
890
$4K ﹤0.01%
77
891
$4K ﹤0.01%
18
892
$3K ﹤0.01%
34
-2
893
$3K ﹤0.01%
5
+1
894
$3K ﹤0.01%
1,297
+353
895
$3K ﹤0.01%
201
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896
$3K ﹤0.01%
408
897
$3K ﹤0.01%
92
898
$3K ﹤0.01%
+25
899
$3K ﹤0.01%
18
-8
900
$3K ﹤0.01%
73
34 35
36
37 38