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
201
$97K 0.04%
6,811
202
$93K 0.04%
197
+13
203
$92K 0.04%
684
+5
204
$91K 0.04%
3,964
205
$91K 0.04%
2,037
+18
206
$91K 0.04%
558
207
$90K 0.04%
1,368
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208
$89K 0.04%
3,400
209
$87K 0.03%
2,652
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210
$87K 0.03%
1,777
211
$86K 0.03%
356
212
$86K 0.03%
1,240
213
$86K 0.03%
3,232
-140
214
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1,000
215
$84K 0.03%
312
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216
$84K 0.03%
167
-3
217
$84K 0.03%
25,593
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218
$83K 0.03%
2,828
219
$82K 0.03%
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220
$82K 0.03%
282
221
$82K 0.03%
4,440
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222
$82K 0.03%
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223
$80K 0.03%
4,078
224
$80K 0.03%
1,535
-789
225
$79K 0.03%
3,022
-44
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10 11