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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
651
$7K ﹤0.01%
480
652
$7K ﹤0.01%
252
653
$7K ﹤0.01%
162
+19
654
$7K ﹤0.01%
200
655
$7K ﹤0.01%
91
656
$7K ﹤0.01%
122
-112
657
$7K ﹤0.01%
16
+10
658
$7K ﹤0.01%
145
+63
659
$6K ﹤0.01%
237
660
$6K ﹤0.01%
138
661
$6K ﹤0.01%
59
-205
662
$6K ﹤0.01%
971
-74
663
$6K ﹤0.01%
178
+158
664
$6K ﹤0.01%
49
665
$6K ﹤0.01%
125
666
$6K ﹤0.01%
45
+37
667
$6K ﹤0.01%
152
668
$6K ﹤0.01%
+112
669
$6K ﹤0.01%
193
670
$6K ﹤0.01%
+71
671
$6K ﹤0.01%
300
672
$6K ﹤0.01%
+793
673
$6K ﹤0.01%
400
674
$6K ﹤0.01%
229
+85
675
$6K ﹤0.01%
619
+124
25 26
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28 29