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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
$247M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,717
New
Increased
Reduced
Closed

Top Buys

1
+$466K
2
+$258K
3
+$248K
4
LOW icon
Lowe's Companies
LOW
+$156K
5
TSLA icon
Tesla
TSLA
+$148K

Top Sells

1
+$385K
2
+$345K
3
+$335K
4
DVY icon
iShares Select Dividend ETF
DVY
+$318K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K

Sector Composition

1 Technology 27.6%
2 Healthcare 13.16%
3 Consumer Discretionary 10.76%
4 Industrials 7.83%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7K ﹤0.01%
99
652
$7K ﹤0.01%
257
+25
653
$7K ﹤0.01%
1,057
+511
654
$7K ﹤0.01%
390
655
$7K ﹤0.01%
59
656
$7K ﹤0.01%
112
657
$7K ﹤0.01%
74
-326
658
$7K ﹤0.01%
162
659
$7K ﹤0.01%
105
660
$7K ﹤0.01%
97
661
$7K ﹤0.01%
168
662
$7K ﹤0.01%
8
663
$7K ﹤0.01%
32
664
$7K ﹤0.01%
28
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665
$7K ﹤0.01%
208
+51
666
$7K ﹤0.01%
81
667
$7K ﹤0.01%
83
668
$7K ﹤0.01%
205
669
$7K ﹤0.01%
410
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670
$7K ﹤0.01%
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671
$7K ﹤0.01%
24
-2
672
$7K ﹤0.01%
206
673
$7K ﹤0.01%
500
+100
674
$7K ﹤0.01%
190
675
$7K ﹤0.01%
54
25 26
27
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