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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
901
$3K ﹤0.01%
+44
902
$3K ﹤0.01%
89
+8
903
$3K ﹤0.01%
295
-365
904
$3K ﹤0.01%
+105
905
$3K ﹤0.01%
+513
906
$3K ﹤0.01%
60
+7
907
$3K ﹤0.01%
66
908
$3K ﹤0.01%
142
909
$3K ﹤0.01%
43
910
$3K ﹤0.01%
259
911
$3K ﹤0.01%
402
912
$3K ﹤0.01%
+43
913
$3K ﹤0.01%
28
914
$3K ﹤0.01%
391
+223
915
$3K ﹤0.01%
101
916
$3K ﹤0.01%
65
917
$3K ﹤0.01%
85
918
$3K ﹤0.01%
79
919
$3K ﹤0.01%
148
-11
920
$3K ﹤0.01%
162
+87
921
$3K ﹤0.01%
95
922
$3K ﹤0.01%
17
923
$3K ﹤0.01%
1,450
924
$3K ﹤0.01%
113
+97
925
$3K ﹤0.01%
+285
35 36
37
38 39