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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
801
$5K ﹤0.01%
211
802
$5K ﹤0.01%
549
-32
803
$5K ﹤0.01%
48
-46
804
$5K ﹤0.01%
83
805
$5K ﹤0.01%
244
-44
806
– –
0
807
$5K ﹤0.01%
618
+165
808
$5K ﹤0.01%
9
809
$5K ﹤0.01%
701
810
$5K ﹤0.01%
116
811
$5K ﹤0.01%
183
812
$5K ﹤0.01%
333
-1,667
813
$5K ﹤0.01%
317
814
$5K ﹤0.01%
60
-23
815
$4K ﹤0.01%
18
-2
816
$4K ﹤0.01%
131
817
– –
0
818
$4K ﹤0.01%
48
819
$4K ﹤0.01%
14
+6
820
$4K ﹤0.01%
99
+14
821
$4K ﹤0.01%
50
822
$4K ﹤0.01%
200
823
$4K ﹤0.01%
62
-100
824
$4K ﹤0.01%
43
825
$4K ﹤0.01%
100
31 32
33
34 35