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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
776
$4K ﹤0.01%
264
777
$4K ﹤0.01%
+142
778
$4K ﹤0.01%
50
779
$4K ﹤0.01%
+263
780
$4K ﹤0.01%
+509
781
$4K ﹤0.01%
49
782
– –
0
783
$4K ﹤0.01%
159
-802
784
$4K ﹤0.01%
400
785
$4K ﹤0.01%
1,000
786
$4K ﹤0.01%
160
787
– –
0
788
$4K ﹤0.01%
+40
789
$4K ﹤0.01%
+937
790
$4K ﹤0.01%
+263
791
$4K ﹤0.01%
64
+26
792
$4K ﹤0.01%
80
-21
793
$4K ﹤0.01%
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794
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+2
795
$4K ﹤0.01%
515
796
$4K ﹤0.01%
+375
797
$4K ﹤0.01%
+455
798
$4K ﹤0.01%
+109
799
$4K ﹤0.01%
39
800
$4K ﹤0.01%
44
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30 31
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