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
1126
$2K ﹤0.01%
+64
1127
$1K ﹤0.01%
29
1128
$1K ﹤0.01%
27
1129
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1130
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1131
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1132
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1133
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1134
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1136
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6
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1137
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1138
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1139
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1140
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1141
$1K ﹤0.01%
+53
1142
$1K ﹤0.01%
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1143
$1K ﹤0.01%
225
+60
1144
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1145
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15
+6
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13
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1147
$1K ﹤0.01%
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1148
$1K ﹤0.01%
98
1149
– –
0
1150
$1K ﹤0.01%
19
44 45
46
47 48