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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
$166M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$234K
3
+$206K
4
MVV icon
ProShares Ultra MidCap400
MVV
+$132K
5
VZ icon
Verizon
VZ
+$119K

Top Sells

1
+$1.88M
2
+$651K
3
+$562K
4
GLD icon
SPDR Gold Trust
GLD
+$252K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$211K

Sector Composition

1 Technology 16.8%
2 Healthcare 16.44%
3 Energy 13.77%
4 Industrials 8.26%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
29
852
$1K ﹤0.01%
50
-41
853
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16
854
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18
855
$1K ﹤0.01%
325
856
$1K ﹤0.01%
19
857
$1K ﹤0.01%
4
858
$1K ﹤0.01%
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859
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860
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10
861
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862
$1K ﹤0.01%
40
863
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864
$1K ﹤0.01%
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-4
865
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405
+21
866
$1K ﹤0.01%
14
867
$1K ﹤0.01%
30
868
$1K ﹤0.01%
14
869
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870
$1K ﹤0.01%
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871
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872
$1K ﹤0.01%
54
-2
873
$1K ﹤0.01%
+21
874
$1K ﹤0.01%
22
875
$1K ﹤0.01%
84
33 34
35
36 37