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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
826
– –
0
827
$3K ﹤0.01%
+66
828
$3K ﹤0.01%
166
-43
829
$3K ﹤0.01%
259
830
$3K ﹤0.01%
37
831
$3K ﹤0.01%
105
832
$3K ﹤0.01%
206
833
$3K ﹤0.01%
93
-35
834
$3K ﹤0.01%
106
835
– –
0
836
$3K ﹤0.01%
166
-173
837
$3K ﹤0.01%
66
+13
838
$3K ﹤0.01%
100
839
$3K ﹤0.01%
119
-100
840
$3K ﹤0.01%
23
841
$3K ﹤0.01%
65
842
$3K ﹤0.01%
55
843
$3K ﹤0.01%
199
844
$3K ﹤0.01%
436
845
$3K ﹤0.01%
+50
846
$3K ﹤0.01%
25
-829
847
$3K ﹤0.01%
67
848
$3K ﹤0.01%
93
849
$3K ﹤0.01%
16
850
$3K ﹤0.01%
74
32 33
34
35 36