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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
1626
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-2,818
1627
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-1,720
1628
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-16
1629
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-1,319
1630
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-89
1631
– –
-3,515
1632
– –
-5,259
1633
– –
-153
1634
$0 ﹤0.01%
+3
1635
$0 ﹤0.01%
3
1636
$0 ﹤0.01%
+21
1637
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-400
1638
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-68
1639
– –
-14
1640
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-325
1641
$0 ﹤0.01%
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+20
1643
$0 ﹤0.01%
12
1644
$0 ﹤0.01%
25
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1645
$0 ﹤0.01%
8
1646
$0 ﹤0.01%
7
1647
– –
-16
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