TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$674K
2
+$283K
3
+$235K
4
LOW icon
Lowe's Companies
LOW
+$212K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$201K

Top Sells

1
+$599K
2
+$297K
3
+$217K
4
META icon
Meta Platforms (Facebook)
META
+$194K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$189K

Sector Composition

1 Technology 14.36%
2 Healthcare 12.95%
3 Industrials 11.57%
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%
60
+35
1302
$1K ﹤0.01%
27
1303
$1K ﹤0.01%
13
1304
$1K ﹤0.01%
8
1305
$1K ﹤0.01%
114
1306
$1K ﹤0.01%
28
1307
$1K ﹤0.01%
15
1308
$1K ﹤0.01%
26
1309
$1K ﹤0.01%
93
1310
– –
0
1311
$1K ﹤0.01%
104
1312
$1K ﹤0.01%
14
1313
$1K ﹤0.01%
62
1314
$1K ﹤0.01%
35
1315
$1K ﹤0.01%
72
-13
1316
$1K ﹤0.01%
75
-52
1317
$1K ﹤0.01%
+17
1318
$1K ﹤0.01%
3
1319
$1K ﹤0.01%
38
1320
$1K ﹤0.01%
+96
1321
– –
0
1322
$1K ﹤0.01%
13
+7
1323
$1K ﹤0.01%
106
1324
$1K ﹤0.01%
42
1325
$1K ﹤0.01%
39
51 52
53
54 55