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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
$196M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$163K
3
+$147K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$126K
5
META icon
Meta Platforms (Facebook)
META
+$114K

Top Sells

1
+$289K
2
+$253K
3
+$229K
4
LMT icon
Lockheed Martin
LMT
+$191K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$173K

Sector Composition

1 Healthcare 15.14%
2 Technology 12.81%
3 Industrials 11.39%
4 Energy 7.93%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
97
-18
877
$3K ﹤0.01%
106
878
– –
0
879
$3K ﹤0.01%
54
880
$3K ﹤0.01%
66
881
$3K ﹤0.01%
57
+36
882
$3K ﹤0.01%
+64
883
$3K ﹤0.01%
100
884
$3K ﹤0.01%
23
885
$3K ﹤0.01%
50
886
$3K ﹤0.01%
60
887
$3K ﹤0.01%
75
888
$3K ﹤0.01%
31
889
$3K ﹤0.01%
84
+34
890
$3K ﹤0.01%
179
891
$3K ﹤0.01%
62
892
$3K ﹤0.01%
65
893
$3K ﹤0.01%
85
+18
894
$3K ﹤0.01%
199
895
$3K ﹤0.01%
150
896
$3K ﹤0.01%
436
897
$3K ﹤0.01%
141
898
$3K ﹤0.01%
224
899
$3K ﹤0.01%
58
900
– –
0
34 35
36
37 38