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
126
$249K 0.1%
6,932
-103
127
$249K 0.1%
4,592
+118
128
$240K 0.09%
1,217
-100
129
$234K 0.09%
9,396
130
$225K 0.09%
827
131
$223K 0.09%
4,024
-32
132
$221K 0.09%
2,576
133
$219K 0.09%
615
134
$218K 0.09%
7,035
-46
135
$216K 0.09%
3,478
136
$215K 0.09%
2,557
137
$214K 0.08%
3,354
-6
138
$213K 0.08%
2,649
139
$206K 0.08%
4,180
+13
140
$205K 0.08%
902
141
$204K 0.08%
864
142
$203K 0.08%
2,478
-10
143
$202K 0.08%
963
144
$196K 0.08%
4,160
-32
145
$184K 0.07%
3,300
-9
146
$182K 0.07%
1,090
+33
147
$178K 0.07%
747
+35
148
$176K 0.07%
553
149
$175K 0.07%
2,100
+12
150
$171K 0.07%
3,285
4 5
6
7 8