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
1701
$4K ﹤0.01%
137
+39
1702
$4K ﹤0.01%
148
1703
$4K ﹤0.01%
+20
1704
$4K ﹤0.01%
500
1705
$4K ﹤0.01%
32
1706
$4K ﹤0.01%
+777
1707
$4K ﹤0.01%
67
1708
$4K ﹤0.01%
+471
1709
$4K ﹤0.01%
188
1710
$4K ﹤0.01%
104
1711
$4K ﹤0.01%
575
1712
$4K ﹤0.01%
490
1713
$4K ﹤0.01%
235
+215
1714
$4K ﹤0.01%
86
+6
1715
$4K ﹤0.01%
+187
1716
$3K ﹤0.01%
349
1717
$3K ﹤0.01%
127
1718
$3K ﹤0.01%
+232
1719
$3K ﹤0.01%
431
1720
$3K ﹤0.01%
+2,104
1721
$3K ﹤0.01%
95
1722
$3K ﹤0.01%
35
+21
1723
$3K ﹤0.01%
225
1724
$3K ﹤0.01%
17
-6
1725
$3K ﹤0.01%
+702