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
426
$19.1K 0.01%
+733
427
$19K 0.01%
+69
428
$19K 0.01%
+387
429
$18.9K 0.01%
+188
430
$18.9K 0.01%
+73
431
$18.9K 0.01%
+189
432
$18.8K 0.01%
+52
433
$18.7K 0.01%
+185
434
$18.6K 0.01%
+16
435
$18.6K 0.01%
+395
436
$18.5K 0.01%
+659
437
$18.4K 0.01%
+346
438
$18.4K 0.01%
+320
439
$18.3K 0.01%
+167
440
$18.1K 0.01%
+79
441
$18.1K 0.01%
+161
442
$17.9K 0.01%
+312
443
$17.8K 0.01%
+1,641
444
$17.7K 0.01%
+146
445
$17.7K 0.01%
+148
446
$17.6K 0.01%
+733
447
$17.5K 0.01%
+746
448
$17.4K 0.01%
+183
449
$17.3K 0.01%
+160
450
$17.3K 0.01%
+78