TCWA

Turtle Creek Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1 +$27M
2 +$20.5M
3 +$11.9M
4
OWL icon
Blue Owl Capital
OWL
+$9.93M
5
MSFT icon
Microsoft
MSFT
+$9.45M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.73%
2 Financials 10.1%
3 Healthcare 7.01%
4 Consumer Discretionary 6.44%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$21.4K 0.01%
+2,067
402
$21.1K 0.01%
+1,047
403
$21K 0.01%
+223
404
$20.9K 0.01%
+420
405
$20.9K 0.01%
+211
406
$20.9K 0.01%
+728
407
$20.8K 0.01%
+164
408
$20.7K 0.01%
+86
409
$20.5K 0.01%
+103
410
$20.5K 0.01%
+157
411
$20.4K 0.01%
+111
412
$20.1K 0.01%
+277
413
$20.1K 0.01%
+81
414
$20.1K 0.01%
+84
415
$20.1K 0.01%
+1,042
416
$19.9K 0.01%
+1,065
417
$19.8K 0.01%
+434
418
$19.8K 0.01%
+182
419
$19.6K 0.01%
+321
420
$19.5K 0.01%
+133
421
$19.5K 0.01%
+291
422
$19.4K 0.01%
+170
423
$19.3K 0.01%
+113
424
$19.3K 0.01%
+3,339
425
$19.2K 0.01%
+79