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
1626
$0 ﹤0.01%
2
1627
– –
-1
1628
$0 ﹤0.01%
10
1629
$0 ﹤0.01%
+7
1630
– –
-531
1631
$0 ﹤0.01%
3
1632
– –
-6
1633
– –
-19
1634
$0 ﹤0.01%
212
1635
$0 ﹤0.01%
4
1636
– –
-200
1637
– –
-330
1638
– –
-26
1639
$0 ﹤0.01%
2
1640
$0 ﹤0.01%
53
-108
1641
– –
-84
1642
– –
-291
1643
– –
-98
1644
$0 ﹤0.01%
8
1645
– –
-20
1646
$0 ﹤0.01%
64
-315
1647
– –
-488
1648
$0 ﹤0.01%
+7
1649
$0 ﹤0.01%
5
1650
– –
-2,198
64 65
66
67 68