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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
$247M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,717
New
Increased
Reduced
Closed

Top Buys

1
+$466K
2
+$258K
3
+$248K
4
LOW icon
Lowe's Companies
LOW
+$156K
5
TSLA icon
Tesla
TSLA
+$148K

Top Sells

1
+$385K
2
+$345K
3
+$335K
4
DVY icon
iShares Select Dividend ETF
DVY
+$318K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K

Sector Composition

1 Technology 27.6%
2 Healthcare 13.16%
3 Consumer Discretionary 10.76%
4 Industrials 7.83%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$1K ﹤0.01%
19
1452
$1K ﹤0.01%
19
1453
$1K ﹤0.01%
6
1454
$1K ﹤0.01%
+27
1455
$1K ﹤0.01%
52
1456
$1K ﹤0.01%
+3
1457
$1K ﹤0.01%
101
1458
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15
1459
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32
-11
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$1K ﹤0.01%
2
1461
$1K ﹤0.01%
42
1462
$1K ﹤0.01%
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$1K ﹤0.01%
+62
1464
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8
+4
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$1K ﹤0.01%
52
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$1K ﹤0.01%
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1467
$1K ﹤0.01%
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18
1470
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+6
1471
$1K ﹤0.01%
119
1472
$1K ﹤0.01%
60
1473
– –
0
1474
$1K ﹤0.01%
16
1475
$1K ﹤0.01%
13
57 58
59
60 61