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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
951
$4K ﹤0.01%
26
-79
952
$4K ﹤0.01%
27
953
$4K ﹤0.01%
+197
954
$4K ﹤0.01%
333
955
$4K ﹤0.01%
135
-9
956
$4K ﹤0.01%
+85
957
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22
+8
958
$4K ﹤0.01%
105
959
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669
+231
960
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+111
961
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139
962
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46
963
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+79
964
$4K ﹤0.01%
+329
965
$4K ﹤0.01%
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966
$4K ﹤0.01%
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967
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968
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969
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970
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132
971
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26
+6
972
$4K ﹤0.01%
34
+10
973
$4K ﹤0.01%
62
974
$4K ﹤0.01%
134
-35
975
$4K ﹤0.01%
+60
37 38
39
40 41