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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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
66
852
$3K ﹤0.01%
57
853
$3K ﹤0.01%
250
-22
854
$3K ﹤0.01%
100
855
$3K ﹤0.01%
115
856
$3K ﹤0.01%
1,486
857
$3K ﹤0.01%
29
858
$3K ﹤0.01%
23
-31
859
$3K ﹤0.01%
59
860
$3K ﹤0.01%
50
861
$3K ﹤0.01%
95
862
$3K ﹤0.01%
60
863
$3K ﹤0.01%
75
864
$3K ﹤0.01%
62
865
$3K ﹤0.01%
65
866
$3K ﹤0.01%
150
867
$3K ﹤0.01%
436
868
$3K ﹤0.01%
56
869
$3K ﹤0.01%
217
870
$3K ﹤0.01%
195
871
$3K ﹤0.01%
82
872
$3K ﹤0.01%
316
-65
873
$3K ﹤0.01%
64
+9
874
$3K ﹤0.01%
297
875
$3K ﹤0.01%
309
+60
33 34
35
36 37