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
76
$543K 0.21%
1,607
-18
77
$532K 0.21%
10,551
78
$528K 0.21%
2,435
-200
79
$516K 0.2%
21,407
+2,788
80
$500K 0.2%
10,635
-328
81
$490K 0.19%
3,430
82
$477K 0.19%
3,606
83
$472K 0.19%
32,369
+5,946
84
$472K 0.19%
3,870
85
$462K 0.18%
11,962
-752
86
$461K 0.18%
5,225
-1,767
87
$459K 0.18%
6,123
-657
88
$456K 0.18%
33,918
+6
89
$455K 0.18%
4,351
-294
90
$451K 0.18%
31,328
91
$442K 0.17%
4,412
-40
92
$425K 0.17%
6,888
-1,095
93
$419K 0.17%
3,784
-478
94
$419K 0.17%
7,908
95
$395K 0.16%
3,068
-23
96
$377K 0.15%
6,547
-48
97
$375K 0.15%
6,529
+2
98
$370K 0.15%
12,181
-392
99
$354K 0.14%
2,409
+3
100
$351K 0.14%
9,620
+390
2 3
4
5 6