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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
951
$2K ﹤0.01%
27
952
$2K ﹤0.01%
93
953
$2K ﹤0.01%
64
-736
954
$2K ﹤0.01%
38
955
– –
0
956
$2K ﹤0.01%
85
957
$2K ﹤0.01%
134
958
$2K ﹤0.01%
48
959
$2K ﹤0.01%
95
960
$2K ﹤0.01%
174
+80
961
$2K ﹤0.01%
+24
962
$2K ﹤0.01%
109
963
$2K ﹤0.01%
91
-473
964
$2K ﹤0.01%
+219
965
$2K ﹤0.01%
+17
966
$2K ﹤0.01%
292
967
$2K ﹤0.01%
38
968
– –
0
969
$2K ﹤0.01%
+270
970
$2K ﹤0.01%
70
971
$2K ﹤0.01%
28
972
$2K ﹤0.01%
22
+16
973
$2K ﹤0.01%
54
974
$2K ﹤0.01%
+102
975
$2K ﹤0.01%
65
37 38
39
40 41