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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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7K ﹤0.01%
+120
702
$7K ﹤0.01%
212
703
$7K ﹤0.01%
271
704
$7K ﹤0.01%
108
705
$7K ﹤0.01%
+3
706
$7K ﹤0.01%
+164
707
$7K ﹤0.01%
148
708
$7K ﹤0.01%
54
+31
709
$7K ﹤0.01%
118
710
$7K ﹤0.01%
300
711
$7K ﹤0.01%
254
712
$7K ﹤0.01%
139
713
$7K ﹤0.01%
167
714
$7K ﹤0.01%
67
715
$7K ﹤0.01%
71
716
$7K ﹤0.01%
+183
717
$7K ﹤0.01%
44
718
$7K ﹤0.01%
+153
719
$7K ﹤0.01%
164
+44
720
$7K ﹤0.01%
102
721
$7K ﹤0.01%
+50
722
$7K ﹤0.01%
+250
723
$7K ﹤0.01%
205
724
$7K ﹤0.01%
145
725
$7K ﹤0.01%
+130
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