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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
1226
$1K ﹤0.01%
22
1227
$1K ﹤0.01%
33
1228
$1K ﹤0.01%
122
1229
$1K ﹤0.01%
29
1230
$1K ﹤0.01%
2
1231
$1K ﹤0.01%
141
1232
$1K ﹤0.01%
72
1233
$1K ﹤0.01%
35
1234
$1K ﹤0.01%
41
-70
1235
$1K ﹤0.01%
7
1236
$1K ﹤0.01%
59
1237
$1K ﹤0.01%
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1238
$1K ﹤0.01%
5
1239
$1K ﹤0.01%
30
1240
$1K ﹤0.01%
56
1241
$1K ﹤0.01%
400
1242
$1K ﹤0.01%
9
+4
1243
$1K ﹤0.01%
268
1244
$1K ﹤0.01%
3
1245
$1K ﹤0.01%
50
1246
$1K ﹤0.01%
+163
1247
$1K ﹤0.01%
48
1248
$1K ﹤0.01%
62
1249
$1K ﹤0.01%
20
1250
$1K ﹤0.01%
18
48 49
50
51 52