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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K 0.01%
193
+7
502
$14K 0.01%
411
+51
503
$14K 0.01%
372
504
$14K 0.01%
274
505
$14K 0.01%
2,054
506
$14K 0.01%
149
507
$14K 0.01%
183
508
$14K 0.01%
+500
509
$14K 0.01%
1,700
510
$14K 0.01%
200
-23
511
$13K 0.01%
162
512
$13K 0.01%
+1
513
$13K 0.01%
1,675
514
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609
515
$13K 0.01%
1,046
516
$13K 0.01%
500
-381
517
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138
518
$13K 0.01%
+295
519
$13K 0.01%
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520
$13K 0.01%
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521
$13K 0.01%
312
522
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332
+10
523
$13K 0.01%
373
524
$13K 0.01%
320
-30
525
$13K 0.01%
64
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21
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