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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
776
$2K ﹤0.01%
62
+15
777
$2K ﹤0.01%
123
-43
778
$2K ﹤0.01%
47
779
$2K ﹤0.01%
38
-18
780
$2K ﹤0.01%
112
+17
781
$2K ﹤0.01%
+85
782
$2K ﹤0.01%
100
783
$2K ﹤0.01%
44
-14
784
$2K ﹤0.01%
157
785
$2K ﹤0.01%
52
786
$2K ﹤0.01%
23
787
$2K ﹤0.01%
53
-9
788
$2K ﹤0.01%
19
789
$2K ﹤0.01%
61
790
$2K ﹤0.01%
100
791
$2K ﹤0.01%
11
792
$2K ﹤0.01%
45
793
$2K ﹤0.01%
23
794
$2K ﹤0.01%
55
795
$2K ﹤0.01%
200
796
$2K ﹤0.01%
22
797
$2K ﹤0.01%
+182
798
$2K ﹤0.01%
179
799
$2K ﹤0.01%
65
+16
800
$2K ﹤0.01%
79
30 31
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