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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
951
$2K ﹤0.01%
+240
952
$2K ﹤0.01%
114
953
$2K ﹤0.01%
+32
954
$2K ﹤0.01%
75
+50
955
$2K ﹤0.01%
23
956
$2K ﹤0.01%
89
957
$2K ﹤0.01%
62
958
$2K ﹤0.01%
123
+48
959
$2K ﹤0.01%
49
-164
960
$2K ﹤0.01%
132
961
$2K ﹤0.01%
+119
962
$2K ﹤0.01%
85
963
$2K ﹤0.01%
89
964
$2K ﹤0.01%
48
965
$2K ﹤0.01%
458
966
$2K ﹤0.01%
39
967
$2K ﹤0.01%
34
968
$2K ﹤0.01%
109
969
$2K ﹤0.01%
292
970
$2K ﹤0.01%
25
971
$2K ﹤0.01%
5
972
$2K ﹤0.01%
35
-56
973
$2K ﹤0.01%
+50
974
$2K ﹤0.01%
676
+596
975
$2K ﹤0.01%
+125
37 38
39
40 41