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
1751
$3K ﹤0.01%
717
+179
1752
$3K ﹤0.01%
38
-14
1753
$3K ﹤0.01%
276
1754
$3K ﹤0.01%
705
1755
$3K ﹤0.01%
65
1756
$3K ﹤0.01%
37
+2
1757
$3K ﹤0.01%
118
1758
$3K ﹤0.01%
+146
1759
$3K ﹤0.01%
558
1760
$3K ﹤0.01%
52
+1
1761
$3K ﹤0.01%
435
1762
$3K ﹤0.01%
32
+5
1763
$3K ﹤0.01%
+119
1764
$3K ﹤0.01%
369
1765
$3K ﹤0.01%
765
1766
$3K ﹤0.01%
292
+91
1767
$3K ﹤0.01%
+75
1768
$3K ﹤0.01%
322
+45
1769
$3K ﹤0.01%
220
1770
$3K ﹤0.01%
+313
1771
$3K ﹤0.01%
112
1772
$3K ﹤0.01%
+739
1773
$3K ﹤0.01%
+288
1774
$3K ﹤0.01%
50
1775
$3K ﹤0.01%
88
+5