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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
851
$4K ﹤0.01%
178
852
$4K ﹤0.01%
28
853
$4K ﹤0.01%
81
854
$4K ﹤0.01%
103
855
$4K ﹤0.01%
143
-3
856
$4K ﹤0.01%
73
-119
857
$4K ﹤0.01%
+61
858
$4K ﹤0.01%
60
859
$4K ﹤0.01%
268
860
$4K ﹤0.01%
79
861
$4K ﹤0.01%
139
862
$4K ﹤0.01%
+93
863
$4K ﹤0.01%
28
864
$4K ﹤0.01%
50
865
$4K ﹤0.01%
279
866
$4K ﹤0.01%
114
+71
867
$4K ﹤0.01%
291
868
$4K ﹤0.01%
+266
869
$4K ﹤0.01%
105
-764
870
$4K ﹤0.01%
+44
871
$4K ﹤0.01%
81
+19
872
$4K ﹤0.01%
109
873
$4K ﹤0.01%
62
874
$4K ﹤0.01%
509
875
$4K ﹤0.01%
144
33 34
35
36 37