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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
901
$3K ﹤0.01%
22
902
$3K ﹤0.01%
98
-521
903
$3K ﹤0.01%
37
-75
904
$3K ﹤0.01%
206
905
$3K ﹤0.01%
93
906
$3K ﹤0.01%
24
+6
907
$3K ﹤0.01%
21
908
$3K ﹤0.01%
35
+2
909
$3K ﹤0.01%
72
910
$3K ﹤0.01%
72
+34
911
$3K ﹤0.01%
416
+233
912
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115
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23
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8
915
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25
916
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+182
917
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8
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920
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200
-100
922
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150
923
$3K ﹤0.01%
121
924
$3K ﹤0.01%
18
-3
925
$3K ﹤0.01%
46
+35
35 36
37
38 39