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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
+206
927
$3K ﹤0.01%
+311
928
$3K ﹤0.01%
54
929
$3K ﹤0.01%
164
-500
930
$3K ﹤0.01%
106
931
$3K ﹤0.01%
97
+28
932
$3K ﹤0.01%
43
933
$2K ﹤0.01%
70
934
$2K ﹤0.01%
22
935
$2K ﹤0.01%
110
936
$2K ﹤0.01%
51
937
$2K ﹤0.01%
30
938
$2K ﹤0.01%
38
939
$2K ﹤0.01%
74
940
$2K ﹤0.01%
56
-94
941
– –
0
942
$2K ﹤0.01%
+21
943
$2K ﹤0.01%
76
944
$2K ﹤0.01%
35
-100
945
– –
0
946
$2K ﹤0.01%
107
947
$2K ﹤0.01%
54
948
$2K ﹤0.01%
38
949
$2K ﹤0.01%
27
950
$2K ﹤0.01%
+24
36 37
38
39 40