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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
$166M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$593K
2
+$506K
3
+$473K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$410K
5
MCK icon
McKesson
MCK
+$290K

Top Sells

1
+$396K
2
+$216K
3
+$162K
4
IBM icon
IBM
IBM
+$155K
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$137K

Sector Composition

1 Healthcare 17.21%
2 Technology 13.04%
3 Energy 9.67%
4 Industrials 9.16%
5 Consumer Staples 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
515
702
$4K ﹤0.01%
601
703
$4K ﹤0.01%
100
704
$4K ﹤0.01%
99
705
– –
0
706
$3K ﹤0.01%
13
+6
707
$3K ﹤0.01%
7,980
+5,000
708
$3K ﹤0.01%
61
709
$3K ﹤0.01%
178
-91
710
$3K ﹤0.01%
+91
711
$3K ﹤0.01%
36
712
– –
0
713
$3K ﹤0.01%
+5
714
$3K ﹤0.01%
+240
715
$3K ﹤0.01%
49
716
$3K ﹤0.01%
73
717
$3K ﹤0.01%
187
+117
718
$3K ﹤0.01%
65
719
$3K ﹤0.01%
63
720
$3K ﹤0.01%
92
721
$3K ﹤0.01%
+97
722
$3K ﹤0.01%
+2,000
723
$3K ﹤0.01%
28
724
$3K ﹤0.01%
54
725
$3K ﹤0.01%
97
-180
27 28
29
30 31