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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
$196M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$163K
3
+$147K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$126K
5
META icon
Meta Platforms (Facebook)
META
+$114K

Top Sells

1
+$289K
2
+$253K
3
+$229K
4
LMT icon
Lockheed Martin
LMT
+$191K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$173K

Sector Composition

1 Healthcare 15.14%
2 Technology 12.81%
3 Industrials 11.39%
4 Energy 7.93%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2K ﹤0.01%
51
1027
$2K ﹤0.01%
197
1028
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36
1029
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78
+8
1030
$2K ﹤0.01%
222
1031
$2K ﹤0.01%
94
1032
$2K ﹤0.01%
102
1033
$2K ﹤0.01%
100
1034
$2K ﹤0.01%
71
1035
– –
0
1036
$2K ﹤0.01%
267
1037
$2K ﹤0.01%
22
1038
$2K ﹤0.01%
+257
1039
$2K ﹤0.01%
+461
1040
$2K ﹤0.01%
81
1041
$2K ﹤0.01%
94
+38
1042
$2K ﹤0.01%
400
1043
$2K ﹤0.01%
268
1044
$2K ﹤0.01%
62
1045
$2K ﹤0.01%
80
+47
1046
$2K ﹤0.01%
115
1047
$2K ﹤0.01%
51
1048
– –
0
1049
$2K ﹤0.01%
31
1050
$2K ﹤0.01%
62
40 41
42
43 44