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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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K 0.01%
392
552
$15K 0.01%
231
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553
$15K 0.01%
75
554
$15K 0.01%
300
555
$15K 0.01%
355
556
$15K 0.01%
67
-15
557
$15K 0.01%
612
558
$15K 0.01%
+256
559
$14K 0.01%
179
560
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202
561
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4,150
562
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162
563
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302
564
$14K 0.01%
716
565
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496
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567
$14K 0.01%
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568
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274
569
$14K 0.01%
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570
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$14K 0.01%
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572
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574
$14K 0.01%
223
575
$14K 0.01%
146
21 22
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