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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
1126
$2K ﹤0.01%
67
1127
$1K ﹤0.01%
42
-34
1128
$1K ﹤0.01%
34
-7
1129
$1K ﹤0.01%
39
+5
1130
$1K ﹤0.01%
+69
1131
$1K ﹤0.01%
29
1132
$1K ﹤0.01%
27
1133
$1K ﹤0.01%
25
1134
$1K ﹤0.01%
27
1135
$1K ﹤0.01%
+54
1136
$1K ﹤0.01%
66
1137
$1K ﹤0.01%
64
1138
$1K ﹤0.01%
+53
1139
$1K ﹤0.01%
11
1140
$1K ﹤0.01%
225
+60
1141
$1K ﹤0.01%
39
1142
$1K ﹤0.01%
15
+6
1143
$1K ﹤0.01%
13
+4
1144
$1K ﹤0.01%
51
1145
– –
0
1146
$1K ﹤0.01%
22
1147
$1K ﹤0.01%
40
+13
1148
$1K ﹤0.01%
77
1149
$1K ﹤0.01%
8
1150
$1K ﹤0.01%
100
-200
44 45
46
47 48