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
876
$4K ﹤0.01%
153
877
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77
878
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18
879
$4K ﹤0.01%
89
880
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48
+15
881
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157
882
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358
+30
883
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199
884
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75
885
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566
+473
886
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447
887
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178
888
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28
889
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81
890
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103
891
$4K ﹤0.01%
+61
892
$3K ﹤0.01%
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893
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+29
894
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895
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896
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897
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-11
898
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78
899
$3K ﹤0.01%
9
900
$3K ﹤0.01%
58
+43
34 35
36
37 38