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
501
$13.4K ﹤0.01%
+368
502
$13.3K ﹤0.01%
+310
503
$13.3K ﹤0.01%
+87
504
$13.2K ﹤0.01%
+923
505
$12.8K ﹤0.01%
+209
506
$12.8K ﹤0.01%
+500
507
$12.8K ﹤0.01%
+72
508
$12.7K ﹤0.01%
+36
509
$12.7K ﹤0.01%
+56
510
$12.6K ﹤0.01%
+387
511
$12.6K ﹤0.01%
+135
512
$12.5K ﹤0.01%
+347
513
$12.5K ﹤0.01%
+205
514
$12.4K ﹤0.01%
+214
515
$12.4K ﹤0.01%
+535
516
$12.4K ﹤0.01%
+109
517
$12.3K ﹤0.01%
+69
518
$12.3K ﹤0.01%
+131
519
$12.2K ﹤0.01%
+79
520
$12.2K ﹤0.01%
+59
521
$12.1K ﹤0.01%
+278
522
$12.1K ﹤0.01%
+83
523
$12.1K ﹤0.01%
+78
524
$11.8K ﹤0.01%
+52
525
$11.8K ﹤0.01%
+92