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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
901
$3K ﹤0.01%
56
902
$3K ﹤0.01%
+406
903
$3K ﹤0.01%
240
+65
904
$3K ﹤0.01%
42
905
$3K ﹤0.01%
547
+255
906
$3K ﹤0.01%
31
+6
907
$3K ﹤0.01%
70
908
$3K ﹤0.01%
379
+332
909
$3K ﹤0.01%
103
910
$3K ﹤0.01%
151
-99
911
$3K ﹤0.01%
+40
912
$3K ﹤0.01%
315
-63
913
$3K ﹤0.01%
34
914
$3K ﹤0.01%
54
915
$3K ﹤0.01%
138
916
$3K ﹤0.01%
41
+36
917
$3K ﹤0.01%
16
-13
918
$3K ﹤0.01%
49
919
$3K ﹤0.01%
34
-414
920
$3K ﹤0.01%
+549
921
$3K ﹤0.01%
20
922
$3K ﹤0.01%
100
-15
923
$3K ﹤0.01%
151
924
$3K ﹤0.01%
34
-454
925
$3K ﹤0.01%
197
-25
35 36
37
38 39