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
1101
$2K ﹤0.01%
39
1102
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57
+54
1103
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201
1104
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1105
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40
+4
1106
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1107
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107
1108
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-16
1109
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+37
1110
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+83
1111
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48
-7
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1113
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1114
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13
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1115
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1116
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1117
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1118
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1119
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1120
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+26
1121
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119
1122
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87
+73
1123
$2K ﹤0.01%
17
+14
1124
$2K ﹤0.01%
228
-769
1125
$2K ﹤0.01%
48
43 44
45
46 47