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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
1051
$2K ﹤0.01%
29
1052
$2K ﹤0.01%
37
1053
$2K ﹤0.01%
224
-56
1054
$2K ﹤0.01%
17
1055
$2K ﹤0.01%
33
1056
$2K ﹤0.01%
76
-12
1057
$2K ﹤0.01%
68
1058
$2K ﹤0.01%
444
+366
1059
$2K ﹤0.01%
110
+35
1060
$2K ﹤0.01%
131
-310
1061
$2K ﹤0.01%
35
1062
$2K ﹤0.01%
+103
1063
$2K ﹤0.01%
98
1064
$2K ﹤0.01%
12
1065
$2K ﹤0.01%
76
1066
$2K ﹤0.01%
58
1067
$2K ﹤0.01%
811
+375
1068
$2K ﹤0.01%
60
1069
$2K ﹤0.01%
224
1070
$2K ﹤0.01%
97
1071
$2K ﹤0.01%
75
1072
– –
0
1073
$2K ﹤0.01%
198
1074
$2K ﹤0.01%
140
1075
$2K ﹤0.01%
18
41 42
43
44 45