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
1201
$2K ﹤0.01%
77
-23
1202
$2K ﹤0.01%
101
+3
1203
$2K ﹤0.01%
44
1204
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22
1205
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128
1206
$2K ﹤0.01%
41
1207
$2K ﹤0.01%
35
1208
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35
1209
$2K ﹤0.01%
6
+3
1210
$2K ﹤0.01%
53
1211
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277
-55
1212
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128
1213
$2K ﹤0.01%
41
1214
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23
1215
$2K ﹤0.01%
97
1216
$2K ﹤0.01%
250
1217
$2K ﹤0.01%
32
1218
$2K ﹤0.01%
138
1219
$2K ﹤0.01%
39
1220
$2K ﹤0.01%
85
-24
1221
$2K ﹤0.01%
18
1222
$2K ﹤0.01%
26
1223
$1K ﹤0.01%
+84
1224
$1K ﹤0.01%
10
1225
$1K ﹤0.01%
49
47 48
49
50 51