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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
1076
$1K ﹤0.01%
39
1077
$1K ﹤0.01%
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1078
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18
1079
$1K ﹤0.01%
+229
1080
$1K ﹤0.01%
+40
1081
$1K ﹤0.01%
17
1082
$1K ﹤0.01%
42
1083
$1K ﹤0.01%
26
1084
$1K ﹤0.01%
34
1085
$1K ﹤0.01%
10
1086
$1K ﹤0.01%
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1087
$1K ﹤0.01%
16
-8
1088
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0
1089
$1K ﹤0.01%
+9
1090
$1K ﹤0.01%
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1091
$1K ﹤0.01%
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1092
$1K ﹤0.01%
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1093
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1094
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20
1095
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69
1096
$1K ﹤0.01%
+17
1097
$1K ﹤0.01%
8
1098
$1K ﹤0.01%
3
1099
$1K ﹤0.01%
145
1100
$1K ﹤0.01%
2
42 43
44
45 46