TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1 +$302K
2 +$240K
3 +$221K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$184K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$169K

Top Sells

1 +$949K
2 +$275K
3 +$228K
4
MPLX icon
MPLX
MPLX
+$221K
5
ZION icon
Zions Bancorporation
ZION
+$215K

Sector Composition

1 Healthcare 14.54%
2 Technology 11.74%
3 Industrials 10.81%
4 Energy 10.23%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$9K ﹤0.01%
444
+153
652
$9K ﹤0.01%
49
653
$9K ﹤0.01%
151
654
$9K ﹤0.01%
73
655
$9K ﹤0.01%
500
656
$9K ﹤0.01%
+976
657
$9K ﹤0.01%
604
658
0
659
$9K ﹤0.01%
325
660
$9K ﹤0.01%
158
661
$8K ﹤0.01%
685
662
$8K ﹤0.01%
500
663
$8K ﹤0.01%
112
+39
664
$8K ﹤0.01%
108
665
$8K ﹤0.01%
+1,366
666
$8K ﹤0.01%
140
667
$8K ﹤0.01%
542
668
$8K ﹤0.01%
295
669
$8K ﹤0.01%
1,090
670
$8K ﹤0.01%
+440
671
$8K ﹤0.01%
215
672
$8K ﹤0.01%
61
673
$8K ﹤0.01%
368
674
$8K ﹤0.01%
273
-138
675
$8K ﹤0.01%
191
-81