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
$784M
AUM Growth
+$629K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Sells

1 +$879K
2 +$471K
3 +$331K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$283K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$276K

Sector Composition

1 Technology 5.34%
2 Healthcare 3.18%
3 Financials 2.3%
4 Industrials 2.24%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-809
202
-2,614
203
-4,562
204
-9,499
205
-3,607
206
-1,504