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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4K ﹤0.01%
115
-42
777
$4K ﹤0.01%
55
+32
778
$4K ﹤0.01%
137
779
$4K ﹤0.01%
234
780
$4K ﹤0.01%
25
+6
781
$4K ﹤0.01%
95
782
$4K ﹤0.01%
148
783
$4K ﹤0.01%
102
784
$4K ﹤0.01%
65
785
$4K ﹤0.01%
138
786
$4K ﹤0.01%
379
+8
787
$4K ﹤0.01%
333
788
$4K ﹤0.01%
118
-79
789
$4K ﹤0.01%
224
790
$4K ﹤0.01%
94
+36
791
$4K ﹤0.01%
195
792
$4K ﹤0.01%
421
+3
793
– –
0
794
$4K ﹤0.01%
145
795
$4K ﹤0.01%
113
+23
796
$4K ﹤0.01%
57
797
$4K ﹤0.01%
78
798
$4K ﹤0.01%
100
799
$4K ﹤0.01%
89
800
$4K ﹤0.01%
125
30 31
32
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