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
1576
$4K ﹤0.01%
+61
1577
$4K ﹤0.01%
+724
1578
$4K ﹤0.01%
+172
1579
$4K ﹤0.01%
210
+66
1580
$4K ﹤0.01%
+218
1581
$4K ﹤0.01%
+361
1582
$4K ﹤0.01%
1,676
1583
$4K ﹤0.01%
230
1584
$4K ﹤0.01%
294
+234
1585
$4K ﹤0.01%
861
+36
1586
$4K ﹤0.01%
150
+5
1587
$4K ﹤0.01%
364
1588
$4K ﹤0.01%
+200
1589
$4K ﹤0.01%
+184
1590
$4K ﹤0.01%
47
+1
1591
$4K ﹤0.01%
110
1592
$4K ﹤0.01%
500
1593
$4K ﹤0.01%
+579
1594
$4K ﹤0.01%
51
-43
1595
$4K ﹤0.01%
112
+6
1596
$4K ﹤0.01%
168
1597
$4K ﹤0.01%
+198
1598
$4K ﹤0.01%
+113
1599
$4K ﹤0.01%
+229
1600
$4K ﹤0.01%
285