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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
751
$3K ﹤0.01%
81
-208
752
$3K ﹤0.01%
538
+5
753
$3K ﹤0.01%
+280
754
$3K ﹤0.01%
7
755
$3K ﹤0.01%
+117
756
$3K ﹤0.01%
238
-62
757
$3K ﹤0.01%
133
+1
758
$3K ﹤0.01%
47
-13
759
$3K ﹤0.01%
160
760
$3K ﹤0.01%
64
761
$3K ﹤0.01%
75
762
$3K ﹤0.01%
64
763
$3K ﹤0.01%
52
764
$3K ﹤0.01%
500
765
$3K ﹤0.01%
17
766
$3K ﹤0.01%
370
767
$3K ﹤0.01%
53
768
$3K ﹤0.01%
44
769
$3K ﹤0.01%
130
770
$3K ﹤0.01%
50
771
$3K ﹤0.01%
162
772
$2K ﹤0.01%
74
+13
773
$2K ﹤0.01%
+500
774
$2K ﹤0.01%
+443
775
$2K ﹤0.01%
106
+15
29 30
31
32 33