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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
726
$3K ﹤0.01%
43
727
$3K ﹤0.01%
19
728
$3K ﹤0.01%
34
729
$3K ﹤0.01%
40
-80
730
$3K ﹤0.01%
210
731
$3K ﹤0.01%
119
732
$3K ﹤0.01%
65
733
$3K ﹤0.01%
270
734
$3K ﹤0.01%
28
735
$3K ﹤0.01%
500
736
$3K ﹤0.01%
6
737
$3K ﹤0.01%
45
738
$3K ﹤0.01%
75
-200
739
– –
0
740
$3K ﹤0.01%
213
+1
741
$3K ﹤0.01%
57
742
$3K ﹤0.01%
43
743
$3K ﹤0.01%
62
744
$3K ﹤0.01%
49
745
$3K ﹤0.01%
307
746
$3K ﹤0.01%
167
747
$3K ﹤0.01%
760
748
$3K ﹤0.01%
15
749
$3K ﹤0.01%
20
750
$3K ﹤0.01%
171
28 29
30
31 32