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
801
$5K ﹤0.01%
89
802
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211
803
$5K ﹤0.01%
549
-32
804
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48
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805
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806
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807
– –
0
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618
+165
809
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9
810
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811
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812
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813
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333
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814
$5K ﹤0.01%
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815
$4K ﹤0.01%
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816
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40
817
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131
818
– –
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819
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42
820
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821
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14
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99
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823
$4K ﹤0.01%
50
824
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200
825
$4K ﹤0.01%
62
-100
31 32
33
34 35