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
551
$9.85K ﹤0.01%
+112
552
$9.77K ﹤0.01%
+144
553
$9.65K ﹤0.01%
+70
554
$9.48K ﹤0.01%
+115
555
$9.42K ﹤0.01%
+162
556
$9.31K ﹤0.01%
+781
557
$9.29K ﹤0.01%
+315
558
$9.22K ﹤0.01%
+214
559
$9.03K ﹤0.01%
+633
560
$8.88K ﹤0.01%
+73
561
$8.85K ﹤0.01%
+328
562
$8.84K ﹤0.01%
+468
563
$8.83K ﹤0.01%
+82
564
$8.76K ﹤0.01%
+52
565
$8.55K ﹤0.01%
+79
566
$8.53K ﹤0.01%
+200
567
$8.53K ﹤0.01%
+230
568
$8.45K ﹤0.01%
+65
569
$8.43K ﹤0.01%
+817
570
$8.3K ﹤0.01%
+95
571
$8.17K ﹤0.01%
+136
572
$8.15K ﹤0.01%
+67
573
$8.04K ﹤0.01%
+44
574
$7.91K ﹤0.01%
+175
575
$7.89K ﹤0.01%
+220