TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$1.03M
2
+$669K
3
+$642K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$474K
5
KMB icon
Kimberly-Clark
KMB
+$304K

Top Sells

1
+$2.04M
2
+$835K
3
+$635K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$348K

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
876
$3K ﹤0.01%
40
+4
877
$3K ﹤0.01%
+36
878
$3K ﹤0.01%
54
-7
879
$3K ﹤0.01%
138
+108
880
$3K ﹤0.01%
76
-200
881
$3K ﹤0.01%
21
882
$3K ﹤0.01%
+800
883
$3K ﹤0.01%
+49
884
$3K ﹤0.01%
53
885
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50
886
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20
-10
887
$3K ﹤0.01%
94
-136
888
$3K ﹤0.01%
+31
889
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115
-154
890
$3K ﹤0.01%
151
891
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148
892
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82
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34
894
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8
895
$3K ﹤0.01%
25
-10
896
$3K ﹤0.01%
101
+48
897
$3K ﹤0.01%
+340
898
$3K ﹤0.01%
+103
899
$3K ﹤0.01%
14
-299
900
$3K ﹤0.01%
+276
34 35
36
37 38