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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
1251
$1K ﹤0.01%
45
1252
$1K ﹤0.01%
252
1253
$1K ﹤0.01%
23
1254
$1K ﹤0.01%
72
1255
$1K ﹤0.01%
+4
1256
$1K ﹤0.01%
18
1257
$1K ﹤0.01%
14
1258
$1K ﹤0.01%
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1259
$1K ﹤0.01%
21
1260
$1K ﹤0.01%
115
1261
$1K ﹤0.01%
47
1262
$1K ﹤0.01%
41
1263
$1K ﹤0.01%
44
+20
1264
$1K ﹤0.01%
98
1265
$1K ﹤0.01%
19
1266
$1K ﹤0.01%
+49
1267
$1K ﹤0.01%
15
1268
$1K ﹤0.01%
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1269
$1K ﹤0.01%
+13
1270
$1K ﹤0.01%
19
1271
$1K ﹤0.01%
54
1272
$1K ﹤0.01%
51
1273
$1K ﹤0.01%
11
1274
$1K ﹤0.01%
52
1275
$1K ﹤0.01%
15
49 50
51
52 53