TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Top Buys

1 +$674K
2 +$283K
3 +$235K
4
LOW icon
Lowe's Companies
LOW
+$212K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$201K

Top Sells

1 +$599K
2 +$297K
3 +$217K
4
META icon
Meta Platforms (Facebook)
META
+$194K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$189K

Sector Composition

1 Technology 14.36%
2 Healthcare 12.95%
3 Industrials 11.57%
4 Consumer Discretionary 8.51%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$51K 0.02%
1,070
327
$50K 0.02%
260
+22
328
$49K 0.02%
375
329
$49K 0.02%
451
-4
330
$49K 0.02%
268
-5
331
$49K 0.02%
+2,648
332
$49K 0.02%
1,090
333
$49K 0.02%
847
-15
334
$48K 0.02%
6,811
335
$48K 0.02%
665
-8
336
$48K 0.02%
2,453
337
$48K 0.02%
134
+4
338
$48K 0.02%
423
339
$48K 0.02%
409
340
$48K 0.02%
1,731
+46
341
$47K 0.02%
575
-6
342
$47K 0.02%
361
+261
343
$47K 0.02%
136
-9
344
$47K 0.02%
+781
345
$47K 0.02%
814
346
$47K 0.02%
557
-29
347
$46K 0.02%
359
+242
348
$46K 0.02%
784
+4
349
$46K 0.02%
224
-2
350
$45K 0.02%
1,421
-596