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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
951
$3K ﹤0.01%
+290
952
$3K ﹤0.01%
+13
953
$3K ﹤0.01%
449
+134
954
$3K ﹤0.01%
43
955
$3K ﹤0.01%
+350
956
$3K ﹤0.01%
34
957
$3K ﹤0.01%
38
958
$3K ﹤0.01%
331
959
$3K ﹤0.01%
54
960
$3K ﹤0.01%
+187
961
$3K ﹤0.01%
138
962
$3K ﹤0.01%
27
963
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34
964
$3K ﹤0.01%
549
965
$3K ﹤0.01%
50
966
$3K ﹤0.01%
151
967
$3K ﹤0.01%
226
+29
968
$3K ﹤0.01%
145
+71
969
$3K ﹤0.01%
28
970
$3K ﹤0.01%
35
971
$3K ﹤0.01%
99
972
$3K ﹤0.01%
103
973
$3K ﹤0.01%
264
974
$3K ﹤0.01%
32
+24
975
$3K ﹤0.01%
186
37 38
39
40 41