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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
901
– –
0
902
– –
0
903
$2K ﹤0.01%
443
904
$2K ﹤0.01%
152
905
– –
0
906
$2K ﹤0.01%
+2
907
$2K ﹤0.01%
54
-501
908
$2K ﹤0.01%
+38
909
$2K ﹤0.01%
302
910
$2K ﹤0.01%
+14
911
$2K ﹤0.01%
11
912
$2K ﹤0.01%
23
913
$2K ﹤0.01%
93
914
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38
-9
915
$2K ﹤0.01%
+531
916
– –
0
917
$2K ﹤0.01%
85
-297
918
$2K ﹤0.01%
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919
$2K ﹤0.01%
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920
$2K ﹤0.01%
100
921
$2K ﹤0.01%
61
922
$2K ﹤0.01%
100
923
$2K ﹤0.01%
210
924
$2K ﹤0.01%
58
+51
925
$2K ﹤0.01%
+22
35 36
37
38 39