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
101
$347K 0.14%
1,526
+80
102
$343K 0.14%
25,320
-400
103
$335K 0.13%
5,594
-113
104
$332K 0.13%
1,321
-257
105
$325K 0.13%
1,835
+500
106
$324K 0.13%
7,495
-168
107
$317K 0.13%
646
-14
108
$314K 0.12%
5,268
109
$311K 0.12%
9,708
-2,061
110
$311K 0.12%
3,803
+1,558
111
$309K 0.12%
2,728
112
$308K 0.12%
2,404
113
$300K 0.12%
8,338
-445
114
$295K 0.12%
1,967
-95
115
$291K 0.12%
659
-20
116
$291K 0.12%
466
117
$288K 0.11%
1,298
118
$287K 0.11%
4,166
119
$285K 0.11%
913
+16
120
$282K 0.11%
6,887
+35
121
$282K 0.11%
2,603
+7
122
$280K 0.11%
106,300
123
$272K 0.11%
1,271
-25
124
$263K 0.1%
1,764
-23
125
$259K 0.1%
17,579
3 4
5
6 7