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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
1101
$1K ﹤0.01%
8
1102
$1K ﹤0.01%
19
1103
$1K ﹤0.01%
34
1104
$1K ﹤0.01%
43
1105
$1K ﹤0.01%
14
1106
$1K ﹤0.01%
41
1107
$1K ﹤0.01%
37
1108
– –
0
1109
$1K ﹤0.01%
37
1110
$1K ﹤0.01%
+9
1111
$1K ﹤0.01%
92
1112
$1K ﹤0.01%
2
1113
$1K ﹤0.01%
+25
1114
$1K ﹤0.01%
10
1115
$1K ﹤0.01%
72
1116
$1K ﹤0.01%
+70
1117
$1K ﹤0.01%
31
1118
$1K ﹤0.01%
5
1119
$1K ﹤0.01%
34
1120
$1K ﹤0.01%
57
1121
$1K ﹤0.01%
12
1122
– –
0
1123
$1K ﹤0.01%
46
1124
$1K ﹤0.01%
41
1125
$1K ﹤0.01%
70
43 44
45
46 47