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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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
+415
877
$3K ﹤0.01%
52
878
$3K ﹤0.01%
+71
879
$3K ﹤0.01%
+90
880
$3K ﹤0.01%
+139
881
$3K ﹤0.01%
200
882
$3K ﹤0.01%
+150
883
$3K ﹤0.01%
28
884
$3K ﹤0.01%
171
885
$3K ﹤0.01%
81
886
$3K ﹤0.01%
100
887
$3K ﹤0.01%
+65
888
$3K ﹤0.01%
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889
$3K ﹤0.01%
23
-34
890
$3K ﹤0.01%
+43
891
$3K ﹤0.01%
+148
892
$3K ﹤0.01%
+43
893
$3K ﹤0.01%
50
894
$3K ﹤0.01%
245
895
$3K ﹤0.01%
+60
896
$2K ﹤0.01%
204
897
$2K ﹤0.01%
+436
898
$2K ﹤0.01%
97
899
$2K ﹤0.01%
+30
900
$2K ﹤0.01%
74
34 35
36
37 38