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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
1376
$1K ﹤0.01%
21
1377
$1K ﹤0.01%
16
1378
$1K ﹤0.01%
18
1379
$1K ﹤0.01%
12
1380
– –
0
1381
$1K ﹤0.01%
49
1382
$1K ﹤0.01%
59
1383
$1K ﹤0.01%
34
1384
$1K ﹤0.01%
+152
1385
$1K ﹤0.01%
261
1386
$1K ﹤0.01%
26
1387
$1K ﹤0.01%
17
1388
$1K ﹤0.01%
50
1389
$1K ﹤0.01%
10
1390
$1K ﹤0.01%
11
1391
$1K ﹤0.01%
6
+3
1392
– –
-56
1393
$0 ﹤0.01%
4
1394
$0 ﹤0.01%
14
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$0 ﹤0.01%
2
1396
– –
0
1397
$0 ﹤0.01%
3
1398
$0 ﹤0.01%
10
1399
$0 ﹤0.01%
4
1400
$0 ﹤0.01%
22
54 55
56
57 58