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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
$224M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Top Buys

1
+$640K
2
+$275K
3
+$226K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$197K
5
LOW icon
Lowe's Companies
LOW
+$194K

Top Sells

1
+$542K
2
+$285K
3
+$205K
4
META icon
Meta Platforms (Facebook)
META
+$185K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$184K

Sector Composition

1 Technology 14.35%
2 Healthcare 12.95%
3 Industrials 11.58%
4 Consumer Discretionary 8.51%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
0
877
$4K ﹤0.01%
74
-160
878
$4K ﹤0.01%
46
879
$4K ﹤0.01%
76
-175
880
$4K ﹤0.01%
42
881
$3K ﹤0.01%
56
882
$3K ﹤0.01%
435
883
$3K ﹤0.01%
57
884
$3K ﹤0.01%
35
885
$3K ﹤0.01%
500
886
$3K ﹤0.01%
435
-8
887
$3K ﹤0.01%
36
888
$3K ﹤0.01%
60
-3
889
$3K ﹤0.01%
116
890
– –
0
891
$3K ﹤0.01%
107
892
$3K ﹤0.01%
105
893
$3K ﹤0.01%
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894
$3K ﹤0.01%
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895
$3K ﹤0.01%
116
896
$3K ﹤0.01%
132
897
– –
0
898
$3K ﹤0.01%
48
899
$3K ﹤0.01%
86
900
$3K ﹤0.01%
292
34 35
36
37 38