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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
1351
$1K ﹤0.01%
14
-4
1352
$1K ﹤0.01%
11
1353
$1K ﹤0.01%
52
1354
$1K ﹤0.01%
26
1355
$1K ﹤0.01%
22
1356
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30
1357
$1K ﹤0.01%
13
+5
1358
$1K ﹤0.01%
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1359
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1360
$1K ﹤0.01%
5
1361
$1K ﹤0.01%
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1362
$1K ﹤0.01%
66
-30
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$1K ﹤0.01%
104
1364
$1K ﹤0.01%
58
1365
$1K ﹤0.01%
52
1366
$1K ﹤0.01%
+35
1367
$1K ﹤0.01%
40
1368
– –
0
1369
$1K ﹤0.01%
31
-62
1370
$1K ﹤0.01%
6
1371
$1K ﹤0.01%
40
1372
$1K ﹤0.01%
16
1373
$1K ﹤0.01%
13
1374
$1K ﹤0.01%
19
1375
$1K ﹤0.01%
25
53 54
55
56 57