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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
150
-3,780
877
$3K ﹤0.01%
+498
878
$3K ﹤0.01%
73
879
$3K ﹤0.01%
562
+5
880
$3K ﹤0.01%
+36
881
$3K ﹤0.01%
1,000
882
$3K ﹤0.01%
+29
883
$3K ﹤0.01%
170
-50
884
$3K ﹤0.01%
201
+35
885
$3K ﹤0.01%
+374
886
– –
0
887
$3K ﹤0.01%
218
888
$3K ﹤0.01%
91
889
$3K ﹤0.01%
27
890
$3K ﹤0.01%
55
891
$3K ﹤0.01%
29
892
$3K ﹤0.01%
139
893
$3K ﹤0.01%
64
894
$3K ﹤0.01%
44
895
$3K ﹤0.01%
+46
896
$3K ﹤0.01%
76
897
$3K ﹤0.01%
208
+108
898
$3K ﹤0.01%
52
899
$3K ﹤0.01%
17
900
$3K ﹤0.01%
111
34 35
36
37 38