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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
$159M
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,026
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$913K
3
+$637K
4
JNJ icon
Johnson & Johnson
JNJ
+$465K
5
DHR icon
Danaher
DHR
+$427K

Top Sells

1
+$4.41M
2
+$1.33M
3
+$972K
4
GWX icon
State Street SPDR S&P International Small Cap ETF
GWX
+$743K
5
CMCSA icon
Comcast
CMCSA
+$565K

Sector Composition

1 Healthcare 19.38%
2 Technology 14.45%
3 Energy 9.46%
4 Industrials 9.3%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
27
802
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45
803
$1K ﹤0.01%
5
804
$1K ﹤0.01%
12
805
$1K ﹤0.01%
26
806
$1K ﹤0.01%
+63
807
$1K ﹤0.01%
44
808
$1K ﹤0.01%
28
809
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810
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67
811
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33
812
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+10
813
$1K ﹤0.01%
46
814
$1K ﹤0.01%
23
815
$1K ﹤0.01%
+15
816
$1K ﹤0.01%
24
+10
817
$1K ﹤0.01%
1,500
818
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50
819
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16
820
$1K ﹤0.01%
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821
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10
822
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160
823
$1K ﹤0.01%
158
+46
824
$1K ﹤0.01%
55
+5
825
$1K ﹤0.01%
16
+6
31 32
33
34 35