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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
$192M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$247K
3
+$227K
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$159K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120K

Top Sells

1
+$452K
2
+$326K
3
+$302K
4
WMB icon
Williams Companies
WMB
+$272K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$228K

Sector Composition

1 Healthcare 15.1%
2 Technology 13.33%
3 Industrials 11.17%
4 Energy 8.89%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
166
802
$4K ﹤0.01%
115
803
$4K ﹤0.01%
375
804
$4K ﹤0.01%
71
805
$4K ﹤0.01%
125
806
$4K ﹤0.01%
52
-2,702
807
$4K ﹤0.01%
29
808
$4K ﹤0.01%
43
809
$4K ﹤0.01%
250
810
$4K ﹤0.01%
150
-141
811
$4K ﹤0.01%
81
812
$4K ﹤0.01%
217
+1
813
$4K ﹤0.01%
498
814
$3K ﹤0.01%
74
815
– –
0
816
$3K ﹤0.01%
314
817
$3K ﹤0.01%
+40
818
$3K ﹤0.01%
45
819
$3K ﹤0.01%
280
820
$3K ﹤0.01%
144
821
$3K ﹤0.01%
443
822
$3K ﹤0.01%
36
823
$3K ﹤0.01%
57
824
$3K ﹤0.01%
143
+90
825
$3K ﹤0.01%
152
31 32
33
34 35