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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
$205M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$319K
3
+$177K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$149K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$85.7K

Top Sells

1
+$28.1M
2
+$3.94M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
PFE icon
Pfizer
PFE
+$1.8M

Sector Composition

1 Technology 19.23%
2 Healthcare 11.78%
3 Industrials 10.15%
4 Consumer Discretionary 9.91%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8K ﹤0.01%
255
-2
677
$8K ﹤0.01%
16
+3
678
$8K ﹤0.01%
112
679
$8K ﹤0.01%
167
680
$8K ﹤0.01%
+115
681
$8K ﹤0.01%
200
682
$8K ﹤0.01%
24
+3
683
$8K ﹤0.01%
40
+4
684
$8K ﹤0.01%
67
685
$8K ﹤0.01%
152
686
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750
687
$8K ﹤0.01%
258
-20
688
$8K ﹤0.01%
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689
$8K ﹤0.01%
8
690
$8K ﹤0.01%
619
+31
691
$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
29
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$8K ﹤0.01%
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696
$8K ﹤0.01%
79
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697
$8K ﹤0.01%
1,169
-257
698
$8K ﹤0.01%
37
699
$8K ﹤0.01%
53
700
$8K ﹤0.01%
150
26 27
28
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