We are live on ! Find out more
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
1301
$1K ﹤0.01%
114
1302
$1K ﹤0.01%
28
1303
$1K ﹤0.01%
15
1304
$1K ﹤0.01%
26
1305
$1K ﹤0.01%
93
1306
– –
0
1307
$1K ﹤0.01%
104
1308
$1K ﹤0.01%
14
1309
$1K ﹤0.01%
62
1310
$1K ﹤0.01%
35
1311
$1K ﹤0.01%
72
-13
1312
$1K ﹤0.01%
75
-52
1313
$1K ﹤0.01%
+17
1314
$1K ﹤0.01%
3
1315
$1K ﹤0.01%
38
1316
$1K ﹤0.01%
+96
1317
– –
0
1318
$1K ﹤0.01%
13
+7
1319
$1K ﹤0.01%
106
1320
$1K ﹤0.01%
42
1321
$1K ﹤0.01%
39
1322
$1K ﹤0.01%
20
1323
$1K ﹤0.01%
59
1324
$1K ﹤0.01%
32
1325
$1K ﹤0.01%
5
-2
51 52
53
54 55