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
1501
$5K ﹤0.01%
339
1502
$5K ﹤0.01%
122
1503
$5K ﹤0.01%
+886
1504
$5K ﹤0.01%
+403
1505
$5K ﹤0.01%
846
1506
$5K ﹤0.01%
+126
1507
$5K ﹤0.01%
156
1508
$5K ﹤0.01%
189
+43
1509
$5K ﹤0.01%
+786
1510
$5K ﹤0.01%
22
+4
1511
$5K ﹤0.01%
1,500
1512
$5K ﹤0.01%
447
-52
1513
$5K ﹤0.01%
348
+74
1514
$5K ﹤0.01%
64
+1
1515
$5K ﹤0.01%
+67
1516
$5K ﹤0.01%
40
+1
1517
$5K ﹤0.01%
24
1518
$5K ﹤0.01%
332
1519
$5K ﹤0.01%
405
1520
$5K ﹤0.01%
74
1521
$5K ﹤0.01%
+177
1522
$5K ﹤0.01%
122
+2
1523
$5K ﹤0.01%
851
1524
$5K ﹤0.01%
293
+2
1525
$5K ﹤0.01%
154