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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4K ﹤0.01%
60
852
$4K ﹤0.01%
43
853
$4K ﹤0.01%
212
854
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33
+28
855
$4K ﹤0.01%
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-9
856
$4K ﹤0.01%
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857
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62
-6
858
$4K ﹤0.01%
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+73
859
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860
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23
+18
861
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863
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+18
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220
+120
865
$4K ﹤0.01%
+124
866
$4K ﹤0.01%
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867
$4K ﹤0.01%
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868
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869
$4K ﹤0.01%
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870
$4K ﹤0.01%
+37
871
$4K ﹤0.01%
8
872
$4K ﹤0.01%
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-3
873
$4K ﹤0.01%
171
874
$4K ﹤0.01%
+37
875
$4K ﹤0.01%
199
33 34
35
36 37