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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
951
$2K ﹤0.01%
+24
952
$2K ﹤0.01%
15
953
$2K ﹤0.01%
67
954
$2K ﹤0.01%
+93
955
$2K ﹤0.01%
71
956
$2K ﹤0.01%
37
957
– –
0
958
– –
0
959
$2K ﹤0.01%
+42
960
– –
0
961
– –
0
962
$2K ﹤0.01%
46
963
$2K ﹤0.01%
140
964
$2K ﹤0.01%
41
965
$2K ﹤0.01%
+492
966
– –
0
967
$2K ﹤0.01%
+101
968
$2K ﹤0.01%
+203
969
$2K ﹤0.01%
+56
970
$2K ﹤0.01%
+110
971
$2K ﹤0.01%
+39
972
$2K ﹤0.01%
+31
973
$2K ﹤0.01%
142
+118
974
$2K ﹤0.01%
291
-786
975
$2K ﹤0.01%
+104
37 38
39
40 41