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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
851
$1K ﹤0.01%
41
852
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27
853
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18
854
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72
855
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24
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57
857
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858
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859
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861
$1K ﹤0.01%
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$1K ﹤0.01%
41
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$1K ﹤0.01%
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$1K ﹤0.01%
29
865
$1K ﹤0.01%
36
866
$1K ﹤0.01%
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867
$1K ﹤0.01%
37
868
$1K ﹤0.01%
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870
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871
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62
872
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+600
874
$1K ﹤0.01%
48
875
$1K ﹤0.01%
80
33 34
35
36 37