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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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4K ﹤0.01%
95
+50
752
$4K ﹤0.01%
77
753
$4K ﹤0.01%
500
754
– –
0
755
$4K ﹤0.01%
350
-350
756
$4K ﹤0.01%
333
+263
757
$4K ﹤0.01%
+125
758
$4K ﹤0.01%
124
+61
759
$4K ﹤0.01%
116
760
$4K ﹤0.01%
780
761
$4K ﹤0.01%
77
-13
762
$4K ﹤0.01%
57
763
$4K ﹤0.01%
78
764
$4K ﹤0.01%
+100
765
$4K ﹤0.01%
89
766
$4K ﹤0.01%
116
767
$4K ﹤0.01%
174
768
$4K ﹤0.01%
167
769
$4K ﹤0.01%
95
770
$4K ﹤0.01%
+130
771
$4K ﹤0.01%
+31
772
$4K ﹤0.01%
+200
773
$4K ﹤0.01%
216
+54
774
$4K ﹤0.01%
+336
775
$4K ﹤0.01%
+787
29 30
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