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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
1051
$2K ﹤0.01%
112
1052
$2K ﹤0.01%
+15
1053
$2K ﹤0.01%
91
1054
$2K ﹤0.01%
53
1055
– –
0
1056
$2K ﹤0.01%
44
1057
$2K ﹤0.01%
98
1058
– –
0
1059
$2K ﹤0.01%
30
1060
$2K ﹤0.01%
200
1061
$2K ﹤0.01%
81
1062
$2K ﹤0.01%
28
1063
$2K ﹤0.01%
160
1064
$2K ﹤0.01%
27
1065
$2K ﹤0.01%
180
1066
$2K ﹤0.01%
22
1067
$2K ﹤0.01%
64
1068
$2K ﹤0.01%
297
1069
$2K ﹤0.01%
1
1070
$2K ﹤0.01%
247
1071
$2K ﹤0.01%
437
1072
$2K ﹤0.01%
45
1073
$2K ﹤0.01%
9
1074
– –
0
1075
$1K ﹤0.01%
+44
41 42
43
44 45