TCWA

Turtle Creek Wealth Advisors Portfolio holdings

AUM $1.12B
1-Year Est. Return 21.15%
This Quarter Est. Return
1 Year Est. Return
+21.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$12.1M
3 +$10.6M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.25M

Top Sells

1 +$11.1M
2 +$4.39M
3 +$2.87M
4
MRK icon
Merck
MRK
+$2.73M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.65M

Sector Composition

1 Technology 23.04%
2 Financials 12.05%
3 Energy 7.89%
4 Consumer Discretionary 6.98%
5 Healthcare 6.27%