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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1 +$785K
2 +$311K
3 +$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1 +$1.07M
2 +$927K
3 +$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.16%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$8K ﹤0.01%
489
+37
652
$8K ﹤0.01%
242
+110
653
$8K ﹤0.01%
108
654
$8K ﹤0.01%
62
655
$8K ﹤0.01%
3
656
$8K ﹤0.01%
77
657
$8K ﹤0.01%
122
658
$8K ﹤0.01%
193
-46
659
$8K ﹤0.01%
288
660
$8K ﹤0.01%
139
661
$8K ﹤0.01%
167
662
$8K ﹤0.01%
67
663
$8K ﹤0.01%
206
+4
664
$8K ﹤0.01%
166
665
$8K ﹤0.01%
225
666
$8K ﹤0.01%
507
667
$8K ﹤0.01%
142
668
$8K ﹤0.01%
164
669
$8K ﹤0.01%
600
670
$7K ﹤0.01%
228
+2
671
$7K ﹤0.01%
56
672
$7K ﹤0.01%
83
673
$7K ﹤0.01%
212
674
$7K ﹤0.01%
271
675
$7K ﹤0.01%
154