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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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$25K 0.01%
89
402
$25K 0.01%
391
+266
403
$25K 0.01%
484
+208
404
$25K 0.01%
452
405
$24K 0.01%
247
-54
406
$24K 0.01%
542
+95
407
$23K 0.01%
974
-379
408
$23K 0.01%
1,389
+937
409
$23K 0.01%
466
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410
$23K 0.01%
560
+70
411
$23K 0.01%
579
+410
412
$23K 0.01%
120
413
$23K 0.01%
+583
414
$23K 0.01%
444
+379
415
$23K 0.01%
606
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416
$23K 0.01%
1,250
417
$22K 0.01%
697
+97
418
$22K 0.01%
424
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419
$22K 0.01%
98
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420
$22K 0.01%
4,000
421
$22K 0.01%
383
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422
$22K 0.01%
214
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423
$22K 0.01%
102
-36
424
$22K 0.01%
115
425
$22K 0.01%
3,627
15 16
17
18 19