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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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
40
827
$3K ﹤0.01%
119
828
$3K ﹤0.01%
138
+70
829
$3K ﹤0.01%
+62
830
$3K ﹤0.01%
+366
831
$3K ﹤0.01%
65
832
$3K ﹤0.01%
+76
833
$3K ﹤0.01%
150
834
$3K ﹤0.01%
195
+131
835
$3K ﹤0.01%
+50
836
$3K ﹤0.01%
419
837
$3K ﹤0.01%
+288
838
$3K ﹤0.01%
+128
839
$3K ﹤0.01%
43
840
$3K ﹤0.01%
+25
841
$3K ﹤0.01%
+17
842
$3K ﹤0.01%
49
-10
843
$3K ﹤0.01%
85
-349
844
$3K ﹤0.01%
+386
845
$3K ﹤0.01%
39
846
$3K ﹤0.01%
+66
847
$3K ﹤0.01%
+132
848
$3K ﹤0.01%
16
-4
849
– –
0
850
$3K ﹤0.01%
551
32 33
34
35 36