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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
1076
$2K ﹤0.01%
12
1077
$2K ﹤0.01%
30
-2
1078
$2K ﹤0.01%
22
1079
$2K ﹤0.01%
101
1080
$2K ﹤0.01%
59
1081
$2K ﹤0.01%
44
1082
$2K ﹤0.01%
128
1083
$2K ﹤0.01%
64
1084
$2K ﹤0.01%
297
1085
$2K ﹤0.01%
179
1086
$2K ﹤0.01%
160
1087
$2K ﹤0.01%
100
1088
$2K ﹤0.01%
28
1089
$2K ﹤0.01%
61
1090
$2K ﹤0.01%
93
1091
$2K ﹤0.01%
20
+7
1092
$2K ﹤0.01%
13
1093
$2K ﹤0.01%
37
1094
$2K ﹤0.01%
39
1095
$2K ﹤0.01%
39
+27
1096
$2K ﹤0.01%
40
1097
$2K ﹤0.01%
116
1098
$2K ﹤0.01%
51
1099
$2K ﹤0.01%
149
-1,091
1100
$2K ﹤0.01%
69
+35
42 43
44
45 46