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
1551
$0 ﹤0.01%
2
1552
$0 ﹤0.01%
+5
1553
– –
-42
1554
$0 ﹤0.01%
11
1555
$0 ﹤0.01%
+7
1556
– –
-819
1557
$0 ﹤0.01%
32
1558
– –
-4
1559
– –
-77
1560
$0 ﹤0.01%
11
-28
1561
– –
-5
1562
– –
-4
1563
$0 ﹤0.01%
+3
1564
– –
-4,851
1565
– –
-2,180
1566
$0 ﹤0.01%
9
1567
$0 ﹤0.01%
1
1568
$0 ﹤0.01%
+6
1569
$0 ﹤0.01%
80
1570
– –
-156
1571
– –
-100
1572
– –
-8
1573
– –
-17
1574
– –
-270
1575
– –
-12
61 62
63
64 65