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
351
$45K 0.02%
215
-23
352
$45K 0.02%
475
-4
353
$45K 0.02%
+1,539
354
$45K 0.02%
1,016
355
$44K 0.02%
905
+568
356
$44K 0.02%
+865
357
$43K 0.02%
+1,750
358
$43K 0.02%
+2,003
359
$42K 0.02%
120
360
$42K 0.02%
375
-16
361
$42K 0.02%
471
+109
362
$42K 0.02%
581
363
$42K 0.02%
41
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364
$42K 0.02%
330
-29
365
$41K 0.02%
1,849
366
$41K 0.02%
413
367
$41K 0.02%
815
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368
$41K 0.02%
1,466
-548
369
$40K 0.02%
556
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370
$40K 0.02%
621
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371
$40K 0.02%
982
372
$40K 0.02%
1,025
-52
373
$40K 0.02%
808
374
$40K 0.02%
517
375
$40K 0.02%
1,526
+264
13 14
15
16 17