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
376
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1,539
-342
377
$39K 0.02%
700
-1,693
378
$39K 0.02%
+1,328
379
$39K 0.02%
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-21
380
$39K 0.02%
300
381
$39K 0.02%
376
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382
$39K 0.02%
654
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383
$38K 0.02%
242
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384
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211
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385
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242
386
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339
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387
$38K 0.02%
230
388
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1,860
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389
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390
– –
0
391
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1,010
392
$36K 0.02%
963
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393
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394
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318
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$36K 0.02%
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396
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397
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398
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978
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399
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344
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400
$35K 0.02%
13,000
14 15
16
17 18