TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
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
826
$4K ﹤0.01%
634
+228
827
$4K ﹤0.01%
134
828
$4K ﹤0.01%
41
829
$4K ﹤0.01%
+495
830
$4K ﹤0.01%
154
831
$4K ﹤0.01%
121
-27
832
$4K ﹤0.01%
137
833
$4K ﹤0.01%
36
834
$4K ﹤0.01%
263
835
$4K ﹤0.01%
44
+3
836
$4K ﹤0.01%
24
837
$4K ﹤0.01%
20
838
$4K ﹤0.01%
349
+163
839
$4K ﹤0.01%
+80
840
$4K ﹤0.01%
+108
841
$4K ﹤0.01%
148
842
$4K ﹤0.01%
33
+5
843
$4K ﹤0.01%
88
844
$4K ﹤0.01%
34
845
$4K ﹤0.01%
184
846
$4K ﹤0.01%
28
847
$4K ﹤0.01%
+136
848
$4K ﹤0.01%
100
849
$4K ﹤0.01%
989
-304
850
$4K ﹤0.01%
204
32 33
34
35 36