TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$674K
2
+$283K
3
+$235K
4
LOW icon
Lowe's Companies
LOW
+$212K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$201K

Top Sells

1
+$599K
2
+$297K
3
+$217K
4
META icon
Meta Platforms (Facebook)
META
+$194K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$189K

Sector Composition

1 Technology 14.36%
2 Healthcare 12.95%
3 Industrials 11.57%
4 Consumer Discretionary 8.51%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
5
952
$3K ﹤0.01%
2
953
$3K ﹤0.01%
89
-192
954
$3K ﹤0.01%
71
955
$3K ﹤0.01%
180
956
$3K ﹤0.01%
50
-800
957
$3K ﹤0.01%
72
958
$3K ﹤0.01%
247
959
$3K ﹤0.01%
+465
960
$3K ﹤0.01%
27
961
$3K ﹤0.01%
5
962
$3K ﹤0.01%
72
963
$3K ﹤0.01%
175
+34
964
$3K ﹤0.01%
128
965
$3K ﹤0.01%
40
966
$3K ﹤0.01%
38
967
$3K ﹤0.01%
77
968
$3K ﹤0.01%
105
+82
969
$3K ﹤0.01%
+1,071
970
$3K ﹤0.01%
231
971
$3K ﹤0.01%
+844
972
$3K ﹤0.01%
38
973
$3K ﹤0.01%
62
974
$3K ﹤0.01%
60
975
$3K ﹤0.01%
+51
37 38
39
40 41