TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$674K
2
+$283K
3
+$235K
4
LOW icon
Lowe's Companies
LOW
+$212K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$201K

Top Sells

1
+$599K
2
+$297K
3
+$217K
4
META icon
Meta Platforms (Facebook)
META
+$194K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$189K

Sector Composition

1 Technology 14.36%
2 Healthcare 12.95%
3 Industrials 11.57%
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%
140
1077
$2K ﹤0.01%
18
1078
$2K ﹤0.01%
12
1079
$2K ﹤0.01%
30
-2
1080
$2K ﹤0.01%
22
1081
$2K ﹤0.01%
101
1082
$2K ﹤0.01%
59
1083
$2K ﹤0.01%
44
1084
$2K ﹤0.01%
128
1085
$2K ﹤0.01%
64
1086
$2K ﹤0.01%
297
1087
$2K ﹤0.01%
179
1088
$2K ﹤0.01%
160
1089
$2K ﹤0.01%
100
1090
$2K ﹤0.01%
28
1091
$2K ﹤0.01%
51
1092
$2K ﹤0.01%
68
+11
1093
$2K ﹤0.01%
58
1094
$2K ﹤0.01%
36
1095
$2K ﹤0.01%
61
1096
$2K ﹤0.01%
93
1097
$2K ﹤0.01%
20
+7
1098
$2K ﹤0.01%
13
1099
$2K ﹤0.01%
37
1100
$2K ﹤0.01%
39
42 43
44
45 46