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
1301
$7K ﹤0.01%
147
-24
1302
$7K ﹤0.01%
407
1303
$7K ﹤0.01%
+150
1304
$7K ﹤0.01%
228
1305
$7K ﹤0.01%
513
+101
1306
$7K ﹤0.01%
283
1307
$7K ﹤0.01%
271
1308
$6K ﹤0.01%
155
1309
$6K ﹤0.01%
168
1310
$6K ﹤0.01%
622
+18
1311
$6K ﹤0.01%
147
+1
1312
$6K ﹤0.01%
96
1313
$6K ﹤0.01%
1,138
+938
1314
$6K ﹤0.01%
135
+3
1315
$6K ﹤0.01%
110
+1
1316
$6K ﹤0.01%
595
+248
1317
$6K ﹤0.01%
280
1318
$6K ﹤0.01%
464
1319
$6K ﹤0.01%
338
1320
$6K ﹤0.01%
66
+1
1321
$6K ﹤0.01%
71
1322
$6K ﹤0.01%
31
1323
$6K ﹤0.01%
78
+2
1324
$6K ﹤0.01%
139
1325
$6K ﹤0.01%
326