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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
826
$1K ﹤0.01%
13
827
$1K ﹤0.01%
384
-10
828
$1K ﹤0.01%
7
829
$1K ﹤0.01%
725
+225
830
$1K ﹤0.01%
+1,200
831
$1K ﹤0.01%
14
832
$1K ﹤0.01%
30
833
– –
0
834
$1K ﹤0.01%
84
835
$1K ﹤0.01%
52
836
$1K ﹤0.01%
54
837
$1K ﹤0.01%
22
838
$1K ﹤0.01%
4
839
$1K ﹤0.01%
67
840
$1K ﹤0.01%
27
841
$1K ﹤0.01%
+5
842
$1K ﹤0.01%
30
843
$1K ﹤0.01%
80
844
$1K ﹤0.01%
25
845
$1K ﹤0.01%
23
846
$1K ﹤0.01%
115
847
$1K ﹤0.01%
15
848
$1K ﹤0.01%
63
849
$1K ﹤0.01%
21
850
$1K ﹤0.01%
54
32 33
34
35 36