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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
976
$3K ﹤0.01%
75
977
$3K ﹤0.01%
341
+259
978
$3K ﹤0.01%
21
-134
979
$3K ﹤0.01%
88
980
$3K ﹤0.01%
284
-7
981
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301
+22
982
$3K ﹤0.01%
53
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983
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+61
984
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86
985
$3K ﹤0.01%
186
+53
986
$3K ﹤0.01%
500
987
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69
988
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43
989
$3K ﹤0.01%
+156
990
$3K ﹤0.01%
16
991
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992
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+29
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58
994
$3K ﹤0.01%
+201
995
$3K ﹤0.01%
217
996
$3K ﹤0.01%
+33
997
$3K ﹤0.01%
49
998
$3K ﹤0.01%
32
+20
999
$3K ﹤0.01%
234
+82
1000
$3K ﹤0.01%
20
38 39
40
41 42