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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
201
-13
952
$3K ﹤0.01%
+18
953
$3K ﹤0.01%
72
954
$3K ﹤0.01%
+278
955
$3K ﹤0.01%
+227
956
$3K ﹤0.01%
189
+131
957
$3K ﹤0.01%
136
-15
958
$3K ﹤0.01%
174
-126
959
$3K ﹤0.01%
28
-3
960
$3K ﹤0.01%
25
961
$3K ﹤0.01%
21
+4
962
$3K ﹤0.01%
156
-626
963
$3K ﹤0.01%
62
964
$3K ﹤0.01%
+37
965
$3K ﹤0.01%
+126
966
$3K ﹤0.01%
+222
967
$3K ﹤0.01%
+30
968
$3K ﹤0.01%
+113
969
$3K ﹤0.01%
122
970
$3K ﹤0.01%
121
971
$3K ﹤0.01%
58
972
$3K ﹤0.01%
+188
973
$3K ﹤0.01%
45
-2
974
$3K ﹤0.01%
+44
975
$3K ﹤0.01%
74
+55
37 38
39
40 41