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
451
$17.3K 0.01%
+23,500
452
$17.3K 0.01%
+1,197
453
$17.2K 0.01%
+113
454
$17K 0.01%
+182
455
$17K 0.01%
+469
456
$16.9K 0.01%
+350
457
$16.6K ﹤0.01%
+900
458
$16.6K ﹤0.01%
+688
459
$16.5K ﹤0.01%
+37
460
$16.3K ﹤0.01%
+242
461
$16.2K ﹤0.01%
+200
462
$16.1K ﹤0.01%
+309
463
$16K ﹤0.01%
+313
464
$16K ﹤0.01%
+163
465
$15.7K ﹤0.01%
+68
466
$15.7K ﹤0.01%
+396
467
$15.6K ﹤0.01%
+763
468
$15.4K ﹤0.01%
+208
469
$15.3K ﹤0.01%
+475
470
$15.3K ﹤0.01%
+769
471
$15.1K ﹤0.01%
+161
472
$15K ﹤0.01%
+328
473
$15K ﹤0.01%
+308
474
$14.8K ﹤0.01%
+519
475
$14.8K ﹤0.01%
+470