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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
826
$4K ﹤0.01%
44
+3
827
$4K ﹤0.01%
24
828
$4K ﹤0.01%
20
829
$4K ﹤0.01%
349
+163
830
$4K ﹤0.01%
+80
831
$4K ﹤0.01%
+108
832
$4K ﹤0.01%
148
833
$4K ﹤0.01%
33
+5
834
$4K ﹤0.01%
88
835
$4K ﹤0.01%
34
836
$4K ﹤0.01%
184
837
$4K ﹤0.01%
28
838
$4K ﹤0.01%
+136
839
$4K ﹤0.01%
989
-304
840
$4K ﹤0.01%
204
841
$4K ﹤0.01%
75
+18
842
$4K ﹤0.01%
190
843
$4K ﹤0.01%
89
844
$4K ﹤0.01%
48
+15
845
$4K ﹤0.01%
157
846
$4K ﹤0.01%
358
+30
847
$4K ﹤0.01%
199
848
$4K ﹤0.01%
75
849
$4K ﹤0.01%
566
+473
850
$4K ﹤0.01%
447
32 33
34
35 36