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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
$205M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$319K
3
+$177K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$149K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$85.7K

Top Sells

1
+$28.1M
2
+$3.94M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
PFE icon
Pfizer
PFE
+$1.8M

Sector Composition

1 Technology 19.23%
2 Healthcare 11.78%
3 Industrials 10.15%
4 Consumer Discretionary 9.91%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$5K ﹤0.01%
+63
877
$5K ﹤0.01%
291
878
$5K ﹤0.01%
46
879
$5K ﹤0.01%
52
880
$5K ﹤0.01%
111
-6
881
$5K ﹤0.01%
33
882
$5K ﹤0.01%
+88
883
$5K ﹤0.01%
21
+13
884
$5K ﹤0.01%
51
885
$5K ﹤0.01%
27
886
$5K ﹤0.01%
36
887
$5K ﹤0.01%
943
888
$5K ﹤0.01%
514
-1,000
889
$5K ﹤0.01%
99
890
$5K ﹤0.01%
168
+15
891
$5K ﹤0.01%
77
892
$5K ﹤0.01%
342
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893
$5K ﹤0.01%
32
894
$5K ﹤0.01%
88
+13
895
$5K ﹤0.01%
88
896
$5K ﹤0.01%
109
897
$5K ﹤0.01%
178
898
$5K ﹤0.01%
509
899
$5K ﹤0.01%
120
-40
900
$5K ﹤0.01%
277
+232
34 35
36
37 38