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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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
183
-146
902
$3K ﹤0.01%
59
903
$3K ﹤0.01%
32
904
$3K ﹤0.01%
139
905
$3K ﹤0.01%
44
906
$3K ﹤0.01%
+18
907
$3K ﹤0.01%
98
908
$3K ﹤0.01%
261
909
$3K ﹤0.01%
+195
910
$3K ﹤0.01%
68
911
$3K ﹤0.01%
88
912
$3K ﹤0.01%
361
+158
913
$3K ﹤0.01%
57
914
$3K ﹤0.01%
36
915
$3K ﹤0.01%
88
-22
916
$3K ﹤0.01%
386
917
$3K ﹤0.01%
212
918
$3K ﹤0.01%
36
919
$3K ﹤0.01%
94
920
$3K ﹤0.01%
93
921
$2K ﹤0.01%
30
922
$2K ﹤0.01%
13
923
$2K ﹤0.01%
28
924
$2K ﹤0.01%
47
925
$2K ﹤0.01%
49
-24
35 36
37
38 39