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
901
$3K ﹤0.01%
178
+119
902
$3K ﹤0.01%
5
903
$3K ﹤0.01%
160
904
$3K ﹤0.01%
+213
905
$3K ﹤0.01%
+44
906
$3K ﹤0.01%
89
+8
907
$3K ﹤0.01%
295
-365
908
$3K ﹤0.01%
+105
909
$3K ﹤0.01%
+513
910
$3K ﹤0.01%
60
+7
911
$3K ﹤0.01%
66
912
$3K ﹤0.01%
142
913
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43
914
$3K ﹤0.01%
259
915
$3K ﹤0.01%
402
916
$3K ﹤0.01%
537
+57
917
$3K ﹤0.01%
65
918
$3K ﹤0.01%
85
919
$3K ﹤0.01%
79
920
$3K ﹤0.01%
148
-11
921
$3K ﹤0.01%
162
+87
922
$3K ﹤0.01%
+43
923
$3K ﹤0.01%
95
924
$3K ﹤0.01%
17
925
$3K ﹤0.01%
1,450
35 36
37
38 39