TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
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
951
$3K ﹤0.01%
+43
952
$3K ﹤0.01%
95
953
$3K ﹤0.01%
17
954
$3K ﹤0.01%
1,450
955
$3K ﹤0.01%
113
+97
956
$3K ﹤0.01%
+285
957
$3K ﹤0.01%
200
+39
958
$3K ﹤0.01%
200
959
$3K ﹤0.01%
78
960
$3K ﹤0.01%
9
961
$3K ﹤0.01%
58
+43
962
$3K ﹤0.01%
+137
963
$3K ﹤0.01%
+207
964
$3K ﹤0.01%
537
+57
965
$3K ﹤0.01%
+129
966
$3K ﹤0.01%
56
967
$3K ﹤0.01%
277
+66
968
$3K ﹤0.01%
+168
969
$3K ﹤0.01%
27
970
$3K ﹤0.01%
130
971
$3K ﹤0.01%
31
972
$3K ﹤0.01%
+290
973
$3K ﹤0.01%
+13
974
$3K ﹤0.01%
34
975
$3K ﹤0.01%
549
37 38
39
40 41