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
$247M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,717
New
Increased
Reduced
Closed

Top Buys

1
+$466K
2
+$258K
3
+$248K
4
LOW icon
Lowe's Companies
LOW
+$156K
5
TSLA icon
Tesla
TSLA
+$148K

Top Sells

1
+$385K
2
+$345K
3
+$335K
4
DVY icon
iShares Select Dividend ETF
DVY
+$318K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K

Sector Composition

1 Technology 27.6%
2 Healthcare 13.16%
3 Consumer Discretionary 10.76%
4 Industrials 7.83%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
85
1202
$2K ﹤0.01%
81
-11
1203
$2K ﹤0.01%
121
1204
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13
1205
$2K ﹤0.01%
71
-17
1206
$2K ﹤0.01%
225
+53
1207
$2K ﹤0.01%
7
1208
$2K ﹤0.01%
+225
1209
$2K ﹤0.01%
19
+6
1210
$2K ﹤0.01%
+67
1211
$2K ﹤0.01%
300
1212
$2K ﹤0.01%
148
+79
1213
$2K ﹤0.01%
+96
1214
$2K ﹤0.01%
+73
1215
$2K ﹤0.01%
+26
1216
$2K ﹤0.01%
20
1217
$2K ﹤0.01%
256
1218
$2K ﹤0.01%
22
1219
$2K ﹤0.01%
+39
1220
$2K ﹤0.01%
+125
1221
$2K ﹤0.01%
125
+27
1222
$2K ﹤0.01%
100
1223
$1K ﹤0.01%
+20
1224
$1K ﹤0.01%
+45
1225
$1K ﹤0.01%
20
47 48
49
50 51