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
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$7K ﹤0.01%
188
1277
$7K ﹤0.01%
287
1278
$7K ﹤0.01%
366
+1
1279
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235
1280
$7K ﹤0.01%
401
+248
1281
$7K ﹤0.01%
959
+2
1282
$7K ﹤0.01%
79
+1
1283
$7K ﹤0.01%
28
+1
1284
$7K ﹤0.01%
158
+56
1285
$7K ﹤0.01%
50
1286
$7K ﹤0.01%
346
1287
$7K ﹤0.01%
1,328
1288
$7K ﹤0.01%
711
+671
1289
$7K ﹤0.01%
43
+3
1290
$7K ﹤0.01%
25
+3
1291
$7K ﹤0.01%
153
1292
$7K ﹤0.01%
96
+76
1293
$7K ﹤0.01%
92
+3
1294
$7K ﹤0.01%
248
+13
1295
$7K ﹤0.01%
312
+1
1296
$7K ﹤0.01%
1,897
1297
$7K ﹤0.01%
223
1298
$7K ﹤0.01%
256
-113
1299
$7K ﹤0.01%
363
+133
1300
$7K ﹤0.01%
105
+1