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
501
$19K 0.01%
2,230
502
$19K 0.01%
+610
503
$19K 0.01%
376
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504
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505
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272
506
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112
507
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139
508
$18K 0.01%
180
509
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1,905
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510
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522
511
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512
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513
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514
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1
515
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516
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517
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518
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519
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520
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521
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593
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522
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600
523
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211
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524
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179
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525
$16K 0.01%
800
19 20
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