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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
926
$2K ﹤0.01%
23
-43
927
$2K ﹤0.01%
55
928
$2K ﹤0.01%
200
929
$2K ﹤0.01%
179
930
$2K ﹤0.01%
45
931
$2K ﹤0.01%
79
-145
932
$2K ﹤0.01%
+39
933
$2K ﹤0.01%
58
-125
934
– –
0
935
$2K ﹤0.01%
+82
936
$2K ﹤0.01%
+180
937
$2K ﹤0.01%
+79
938
$2K ﹤0.01%
+290
939
$2K ﹤0.01%
46
940
$2K ﹤0.01%
43
941
$2K ﹤0.01%
+127
942
$2K ﹤0.01%
58
+8
943
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66
-19
944
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88
945
$2K ﹤0.01%
51
946
$2K ﹤0.01%
+36
947
$2K ﹤0.01%
+472
948
$2K ﹤0.01%
32
+30
949
$2K ﹤0.01%
+97
950
$2K ﹤0.01%
+222
36 37
38
39 40