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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
1001
$3K ﹤0.01%
80
-3,834
1002
$3K ﹤0.01%
80
1003
$3K ﹤0.01%
297
1004
$3K ﹤0.01%
+451
1005
$3K ﹤0.01%
160
1006
$3K ﹤0.01%
150
+99
1007
$3K ﹤0.01%
65
1008
$3K ﹤0.01%
62
1009
$3K ﹤0.01%
100
+19
1010
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51
1011
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9
1012
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+129
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1014
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1015
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44
1016
$3K ﹤0.01%
124
+44
1017
$3K ﹤0.01%
21
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1018
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1019
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+29
1020
$3K ﹤0.01%
14
1021
$3K ﹤0.01%
313
-50
1022
$3K ﹤0.01%
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1023
$3K ﹤0.01%
33
-10
1024
$3K ﹤0.01%
90
1025
$3K ﹤0.01%
222
39 40
41
42 43