TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1 +$316K
2 +$261K
3 +$230K
4
AVNS icon
Avanos Medical
AVNS
+$205K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$169K

Sector Composition

1 Technology 15.21%
2 Healthcare 13.68%
3 Industrials 12.14%
4 Consumer Discretionary 8.12%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$9K ﹤0.01%
168
652
$9K ﹤0.01%
263
+175
653
$9K ﹤0.01%
196
+57
654
$9K ﹤0.01%
176
655
$9K ﹤0.01%
500
656
$9K ﹤0.01%
213
+6
657
$9K ﹤0.01%
113
+5
658
$9K ﹤0.01%
125
659
$9K ﹤0.01%
28
660
$9K ﹤0.01%
375
-250
661
$9K ﹤0.01%
203
662
$9K ﹤0.01%
200
+63
663
$9K ﹤0.01%
288
664
$9K ﹤0.01%
140
-30
665
$9K ﹤0.01%
155
+4
666
$9K ﹤0.01%
62
+59
667
$9K ﹤0.01%
+100
668
$9K ﹤0.01%
71
669
$9K ﹤0.01%
47
+20
670
$9K ﹤0.01%
185
671
$9K ﹤0.01%
183
672
$8K ﹤0.01%
456
+73
673
$8K ﹤0.01%
62
+31
674
$8K ﹤0.01%
316
675
$8K ﹤0.01%
122