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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
801
$4K ﹤0.01%
90
-30
802
$4K ﹤0.01%
113
803
$4K ﹤0.01%
25
804
$4K ﹤0.01%
54
+17
805
$4K ﹤0.01%
202
+43
806
$4K ﹤0.01%
132
807
$4K ﹤0.01%
+35
808
$4K ﹤0.01%
95
809
$4K ﹤0.01%
116
810
$4K ﹤0.01%
329
+106
811
$4K ﹤0.01%
32
+8
812
$4K ﹤0.01%
24
813
$4K ﹤0.01%
134
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814
$4K ﹤0.01%
51
815
$4K ﹤0.01%
233
816
$4K ﹤0.01%
634
+228
817
$4K ﹤0.01%
134
818
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41
819
$4K ﹤0.01%
+495
820
$4K ﹤0.01%
154
821
$4K ﹤0.01%
34
-4
822
$4K ﹤0.01%
133
823
$4K ﹤0.01%
2,893
824
$4K ﹤0.01%
70
825
$4K ﹤0.01%
263
31 32
33
34 35