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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
926
$3K ﹤0.01%
25
927
$3K ﹤0.01%
80
928
$3K ﹤0.01%
60
-3
929
– –
0
930
$3K ﹤0.01%
64
931
$3K ﹤0.01%
277
932
$3K ﹤0.01%
233
933
$3K ﹤0.01%
32
934
$3K ﹤0.01%
49
935
$3K ﹤0.01%
495
936
$3K ﹤0.01%
329
-509
937
$3K ﹤0.01%
59
938
$3K ﹤0.01%
139
939
$3K ﹤0.01%
398
940
$3K ﹤0.01%
415
941
$3K ﹤0.01%
52
942
$3K ﹤0.01%
18
943
$3K ﹤0.01%
88
944
$3K ﹤0.01%
386
945
$3K ﹤0.01%
2
946
$3K ﹤0.01%
23
-123
947
$3K ﹤0.01%
166
948
$3K ﹤0.01%
59
949
$3K ﹤0.01%
563
-93
950
– –
0
36 37
38
39 40