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TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.88B
1-Year Est. Return 21.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.09%
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
+$640K
2
+$275K
3
+$226K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$197K
5
LOW icon
Lowe's Companies
LOW
+$194K

Top Sells

1
+$542K
2
+$285K
3
+$205K
4
META icon
Meta Platforms (Facebook)
META
+$185K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$184K

Sector Composition

1 Technology 14.35%
2 Healthcare 12.95%
3 Industrials 11.58%
4 Consumer Discretionary 8.51%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K ﹤0.01%
207
652
$9K ﹤0.01%
90
+25
653
$9K ﹤0.01%
145
654
$9K ﹤0.01%
66
655
$9K ﹤0.01%
159
+19
656
$9K ﹤0.01%
391
-9
657
$9K ﹤0.01%
77
+17
658
$8K ﹤0.01%
205
-9
659
$8K ﹤0.01%
1,450
660
$8K ﹤0.01%
561
+28
661
$8K ﹤0.01%
274
-539
662
$8K ﹤0.01%
453
663
$8K ﹤0.01%
318
-22
664
$8K ﹤0.01%
+120
665
$8K ﹤0.01%
199
-36
666
$8K ﹤0.01%
103
-14
667
$8K ﹤0.01%
78
668
$8K ﹤0.01%
168
-32
669
$8K ﹤0.01%
860
670
$8K ﹤0.01%
139
671
$8K ﹤0.01%
73
+6
672
$8K ﹤0.01%
119
673
$8K ﹤0.01%
30
674
$8K ﹤0.01%
507
675
$8K ﹤0.01%
43
-3
25 26
27
28 29