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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
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$836K
3
+$757K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$561K
5
KMB icon
Kimberly-Clark
KMB
+$329K

Top Sells

1
+$2.21M
2
+$1.03M
3
+$778K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
485
-193
852
$3K ﹤0.01%
56
853
$3K ﹤0.01%
30
+4
854
$3K ﹤0.01%
24
-10
855
$3K ﹤0.01%
35
+3
856
$3K ﹤0.01%
46
+12
857
$3K ﹤0.01%
+129
858
$3K ﹤0.01%
56
-6
859
$3K ﹤0.01%
+233
860
$3K ﹤0.01%
+74
861
$3K ﹤0.01%
134
862
$3K ﹤0.01%
+69
863
$3K ﹤0.01%
103
-27
864
$3K ﹤0.01%
275
+185
865
$3K ﹤0.01%
+178
866
$3K ﹤0.01%
31
+9
867
$3K ﹤0.01%
+171
868
$3K ﹤0.01%
427
+371
869
$3K ﹤0.01%
38
-200
870
$3K ﹤0.01%
+142
871
$3K ﹤0.01%
130
872
$3K ﹤0.01%
250
+125
873
$3K ﹤0.01%
136
874
$3K ﹤0.01%
+40
875
$3K ﹤0.01%
40
+4
33 34
35
36 37