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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
$257M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$766K
3
+$691K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$412K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$398K

Top Sells

1
+$1.43M
2
+$148K
3
+$136K
4
CVS icon
CVS Health
CVS
+$131K
5
ABBV icon
AbbVie
ABBV
+$116K

Sector Composition

1 Technology 19.54%
2 Healthcare 12.95%
3 Industrials 10.02%
4 Consumer Discretionary 8.03%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4K ﹤0.01%
57
+12
927
$4K ﹤0.01%
+61
928
$4K ﹤0.01%
+167
929
$4K ﹤0.01%
1,165
930
$4K ﹤0.01%
86
+43
931
$4K ﹤0.01%
1
932
$4K ﹤0.01%
98
933
$4K ﹤0.01%
297
934
$4K ﹤0.01%
133
935
$4K ﹤0.01%
+70
936
$4K ﹤0.01%
23
937
$4K ﹤0.01%
212
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938
$4K ﹤0.01%
27
+2
939
$4K ﹤0.01%
+328
940
$4K ﹤0.01%
87
+80
941
$4K ﹤0.01%
32
942
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132
943
$4K ﹤0.01%
234
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944
$4K ﹤0.01%
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945
$4K ﹤0.01%
178
946
$4K ﹤0.01%
76
947
$4K ﹤0.01%
24
+5
948
$4K ﹤0.01%
690
-458
949
$4K ﹤0.01%
73
+49
950
$4K ﹤0.01%
103
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36 37
38
39 40