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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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
110
802
$5K ﹤0.01%
223
803
$5K ﹤0.01%
93
804
$5K ﹤0.01%
247
805
$5K ﹤0.01%
141
806
$5K ﹤0.01%
50
807
$5K ﹤0.01%
140
808
$5K ﹤0.01%
+400
809
$5K ﹤0.01%
91
810
$5K ﹤0.01%
+137
811
$5K ﹤0.01%
317
812
$4K ﹤0.01%
57
813
$4K ﹤0.01%
35
814
– –
0
815
$4K ﹤0.01%
36
816
$4K ﹤0.01%
427
+10
817
$4K ﹤0.01%
138
818
$4K ﹤0.01%
73
-11
819
$4K ﹤0.01%
200
820
$4K ﹤0.01%
17
821
$4K ﹤0.01%
132
822
$4K ﹤0.01%
212
823
$4K ﹤0.01%
96
+30
824
$4K ﹤0.01%
92
825
– –
0
31 32
33
34 35