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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
851
$3K ﹤0.01%
180
852
$3K ﹤0.01%
2
853
– –
0
854
$3K ﹤0.01%
76
855
$3K ﹤0.01%
492
856
$3K ﹤0.01%
263
857
– –
0
858
$3K ﹤0.01%
120
-39
859
$3K ﹤0.01%
62
+12
860
$3K ﹤0.01%
63
861
– –
0
862
$3K ﹤0.01%
112
863
$3K ﹤0.01%
127
+63
864
$3K ﹤0.01%
149
865
$3K ﹤0.01%
36
-10
866
$3K ﹤0.01%
27
867
$3K ﹤0.01%
163
868
$3K ﹤0.01%
59
869
$3K ﹤0.01%
139
870
$3K ﹤0.01%
44
871
$3K ﹤0.01%
398
872
$3K ﹤0.01%
76
873
$3K ﹤0.01%
415
874
$3K ﹤0.01%
52
875
$3K ﹤0.01%
+200
33 34
35
36 37