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
476
$14.8K ﹤0.01%
+86
477
$14.8K ﹤0.01%
+402
478
$14.6K ﹤0.01%
+244
479
$14.6K ﹤0.01%
+12
480
$14.3K ﹤0.01%
+48
481
$14.2K ﹤0.01%
+208
482
$14.2K ﹤0.01%
+87
483
$14.2K ﹤0.01%
+183
484
$14.1K ﹤0.01%
+262
485
$14.1K ﹤0.01%
+98
486
$14.1K ﹤0.01%
+387
487
$14.1K ﹤0.01%
+40
488
$14K ﹤0.01%
+145
489
$13.9K ﹤0.01%
+113
490
$13.9K ﹤0.01%
+241
491
$13.9K ﹤0.01%
+54
492
$13.8K ﹤0.01%
+90
493
$13.7K ﹤0.01%
+370
494
$13.7K ﹤0.01%
+44
495
$13.6K ﹤0.01%
+100
496
$13.6K ﹤0.01%
+121
497
$13.5K ﹤0.01%
+335
498
$13.5K ﹤0.01%
+51
499
$13.4K ﹤0.01%
+311
500
$13.4K ﹤0.01%
+1,368