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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
926
$2K ﹤0.01%
59
927
$2K ﹤0.01%
25
928
$2K ﹤0.01%
28
929
$2K ﹤0.01%
+7
930
$2K ﹤0.01%
492
931
$2K ﹤0.01%
128
+73
932
$2K ﹤0.01%
+867
933
$2K ﹤0.01%
483
934
$2K ﹤0.01%
36
935
$2K ﹤0.01%
12
-14
936
$2K ﹤0.01%
233
937
$2K ﹤0.01%
36
938
$2K ﹤0.01%
49
939
$2K ﹤0.01%
+120
940
$2K ﹤0.01%
23
-10
941
$2K ﹤0.01%
19
942
$2K ﹤0.01%
56
943
$2K ﹤0.01%
443
944
$2K ﹤0.01%
56
+15
945
$2K ﹤0.01%
+19
946
$2K ﹤0.01%
49
947
$2K ﹤0.01%
11
-24
948
$2K ﹤0.01%
102
949
$2K ﹤0.01%
19
950
$2K ﹤0.01%
1
36 37
38
39 40