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
1676
$4K ﹤0.01%
+156
1677
$4K ﹤0.01%
+1,145
1678
$4K ﹤0.01%
79
1679
$4K ﹤0.01%
171
1680
$4K ﹤0.01%
+140
1681
$4K ﹤0.01%
153
-87
1682
$4K ﹤0.01%
+314
1683
$4K ﹤0.01%
+91
1684
$4K ﹤0.01%
91
1685
$4K ﹤0.01%
377
+33
1686
$4K ﹤0.01%
36
+3
1687
$4K ﹤0.01%
26
+3
1688
$4K ﹤0.01%
+44
1689
$4K ﹤0.01%
366
1690
$4K ﹤0.01%
28
1691
$4K ﹤0.01%
268
1692
$4K ﹤0.01%
328
1693
$4K ﹤0.01%
103
+18
1694
$4K ﹤0.01%
943
1695
$4K ﹤0.01%
165
1696
$4K ﹤0.01%
111
+1
1697
$4K ﹤0.01%
+125
1698
$4K ﹤0.01%
153
+5
1699
$4K ﹤0.01%
18
1700
$4K ﹤0.01%
40
+17