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
1376
$6K ﹤0.01%
167
1377
$6K ﹤0.01%
87
1378
$6K ﹤0.01%
77
1379
$6K ﹤0.01%
500
-292
1380
$6K ﹤0.01%
167
+2
1381
$6K ﹤0.01%
+124
1382
$6K ﹤0.01%
32
1383
$6K ﹤0.01%
79
+4
1384
$6K ﹤0.01%
179
+76
1385
$6K ﹤0.01%
241
+9
1386
$6K ﹤0.01%
14
+1
1387
$6K ﹤0.01%
189
-233
1388
$6K ﹤0.01%
149
1389
$6K ﹤0.01%
466
1390
$6K ﹤0.01%
+572
1391
$6K ﹤0.01%
67
-49
1392
$6K ﹤0.01%
306
+115
1393
$6K ﹤0.01%
22
-2
1394
$6K ﹤0.01%
160
1395
$6K ﹤0.01%
81
-36
1396
$6K ﹤0.01%
857
+582
1397
$6K ﹤0.01%
33
+4
1398
$6K ﹤0.01%
369
-327
1399
$6K ﹤0.01%
37
+4
1400
$6K ﹤0.01%
154
+3