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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
62
852
$3K ﹤0.01%
70
853
$3K ﹤0.01%
43
854
$3K ﹤0.01%
23
855
$3K ﹤0.01%
61
856
$3K ﹤0.01%
50
857
$3K ﹤0.01%
245
858
$3K ﹤0.01%
60
859
$3K ﹤0.01%
134
+79
860
$3K ﹤0.01%
179
861
$3K ﹤0.01%
+7
862
$3K ﹤0.01%
62
863
$3K ﹤0.01%
65
864
$3K ﹤0.01%
+142
865
$3K ﹤0.01%
55
866
$3K ﹤0.01%
75
867
$3K ﹤0.01%
204
868
$3K ﹤0.01%
436
869
$3K ﹤0.01%
104
+46
870
$3K ﹤0.01%
288
871
$3K ﹤0.01%
25
872
$3K ﹤0.01%
196
+166
873
$3K ﹤0.01%
180
+86
874
$3K ﹤0.01%
67
875
$3K ﹤0.01%
16
33 34
35
36 37