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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
$224M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Top Buys

1
+$640K
2
+$275K
3
+$226K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$197K
5
LOW icon
Lowe's Companies
LOW
+$194K

Top Sells

1
+$542K
2
+$285K
3
+$205K
4
META icon
Meta Platforms (Facebook)
META
+$185K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$184K

Sector Composition

1 Technology 14.35%
2 Healthcare 12.95%
3 Industrials 11.58%
4 Consumer Discretionary 8.51%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
53
977
$3K ﹤0.01%
139
978
$3K ﹤0.01%
2
+1
979
$3K ﹤0.01%
261
980
$2K ﹤0.01%
48
981
$2K ﹤0.01%
87
-13
982
$2K ﹤0.01%
44
983
$2K ﹤0.01%
89
984
$2K ﹤0.01%
51
985
$2K ﹤0.01%
68
+11
986
$2K ﹤0.01%
70
987
$2K ﹤0.01%
+64
988
$2K ﹤0.01%
98
989
$2K ﹤0.01%
51
990
– –
0
991
$2K ﹤0.01%
58
992
$2K ﹤0.01%
36
993
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0
994
$2K ﹤0.01%
42
995
$2K ﹤0.01%
8
996
$2K ﹤0.01%
46
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997
$2K ﹤0.01%
956
+179
998
$2K ﹤0.01%
65
999
$2K ﹤0.01%
56
1000
$2K ﹤0.01%
19
+8
38 39
40
41 42