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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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
92
+12
852
$3K ﹤0.01%
137
853
$3K ﹤0.01%
73
-25
854
$3K ﹤0.01%
50
855
$3K ﹤0.01%
64
856
$3K ﹤0.01%
10
857
$3K ﹤0.01%
509
858
$3K ﹤0.01%
144
859
$3K ﹤0.01%
545
860
$3K ﹤0.01%
160
861
$3K ﹤0.01%
400
-200
862
$3K ﹤0.01%
85
863
$3K ﹤0.01%
29
-1
864
$3K ﹤0.01%
121
865
$3K ﹤0.01%
88
866
$3K ﹤0.01%
+99
867
$3K ﹤0.01%
887
868
$3K ﹤0.01%
18
869
$3K ﹤0.01%
44
870
$3K ﹤0.01%
259
+55
871
$3K ﹤0.01%
85
872
$3K ﹤0.01%
116
873
$3K ﹤0.01%
43
874
$3K ﹤0.01%
+85
875
$3K ﹤0.01%
79
33 34
35
36 37