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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
876
$3K ﹤0.01%
53
877
$3K ﹤0.01%
55
878
$3K ﹤0.01%
42
879
$3K ﹤0.01%
60
-20
880
$3K ﹤0.01%
76
+5
881
$3K ﹤0.01%
95
+31
882
$3K ﹤0.01%
79
+22
883
$3K ﹤0.01%
38
884
$3K ﹤0.01%
87
885
$3K ﹤0.01%
480
+269
886
$3K ﹤0.01%
37
+12
887
$3K ﹤0.01%
159
+36
888
$3K ﹤0.01%
202
889
$3K ﹤0.01%
56
890
$3K ﹤0.01%
+193
891
$3K ﹤0.01%
206
+183
892
$3K ﹤0.01%
132
893
$3K ﹤0.01%
+211
894
$3K ﹤0.01%
116
-45
895
$3K ﹤0.01%
223
896
$3K ﹤0.01%
24
+4
897
$3K ﹤0.01%
52
898
$3K ﹤0.01%
24
899
$3K ﹤0.01%
+490
900
$3K ﹤0.01%
35
34 35
36
37 38