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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1 +$784K
2 +$295K
3 +$172K
4
NFLX icon
Netflix
NFLX
+$137K
5
INTC icon
Intel
INTC
+$137K

Top Sells

1 +$1.07M
2 +$922K
3 +$409K
4
PSTG icon
Pure Storage
PSTG
+$399K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$288K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.16%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$1K ﹤0.01%
+6
1102
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+20
1103
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1104
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1105
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1106
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1107
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1108
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+173
1109
$1K ﹤0.01%
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1110
$1K ﹤0.01%
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1111
$1K ﹤0.01%
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1112
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1113
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1114
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+300
1115
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+30
1116
$1K ﹤0.01%
18
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1117
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1118
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13
1120
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1121
$1K ﹤0.01%
+10
1122
$1K ﹤0.01%
44
1123
$1K ﹤0.01%
54
1124
$1K ﹤0.01%
36
1125
$1K ﹤0.01%
69