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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
+181
802
$5K ﹤0.01%
243
+110
803
$5K ﹤0.01%
29
+8
804
$5K ﹤0.01%
250
805
$5K ﹤0.01%
+145
806
$5K ﹤0.01%
63
807
$5K ﹤0.01%
30
-577
808
$5K ﹤0.01%
148
809
$5K ﹤0.01%
55
810
$5K ﹤0.01%
62
+43
811
$5K ﹤0.01%
33
+10
812
$5K ﹤0.01%
+33
813
$5K ﹤0.01%
75
814
$5K ﹤0.01%
237
815
$5K ﹤0.01%
365
+190
816
$5K ﹤0.01%
28
+13
817
$5K ﹤0.01%
148
818
$5K ﹤0.01%
73
819
$5K ﹤0.01%
12
820
$5K ﹤0.01%
83
821
$5K ﹤0.01%
198
822
$5K ﹤0.01%
+14
823
$5K ﹤0.01%
26
824
$5K ﹤0.01%
166
825
$5K ﹤0.01%
203
31 32
33
34 35