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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
$175M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$1.09M
3
+$855K
4
CMCSA icon
Comcast
CMCSA
+$647K
5
AAPL icon
Apple
AAPL
+$509K

Top Sells

1
+$196K
2
+$166K
3
+$129K
4
FLG
Flagstar Bank National Association
FLG
+$107K
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$103K

Sector Composition

1 Healthcare 18.46%
2 Technology 13.91%
3 Energy 10.97%
4 Industrials 9.05%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
100
652
– –
0
653
$5K ﹤0.01%
+157
654
$5K ﹤0.01%
50
655
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118
-600
656
$5K ﹤0.01%
+300
657
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60
+33
658
$5K ﹤0.01%
99
+39
659
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-8
660
$5K ﹤0.01%
46
661
$5K ﹤0.01%
333
662
$5K ﹤0.01%
515
663
$5K ﹤0.01%
601
+17
664
$5K ﹤0.01%
161
+21
665
$5K ﹤0.01%
62
666
$5K ﹤0.01%
64
667
$5K ﹤0.01%
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668
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0
669
$5K ﹤0.01%
224
670
$5K ﹤0.01%
107
671
$5K ﹤0.01%
177
-16
672
$5K ﹤0.01%
53
673
$4K ﹤0.01%
74
+2
674
$4K ﹤0.01%
39
675
$4K ﹤0.01%
73
25 26
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