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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
976
$2K ﹤0.01%
196
+88
977
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+24
978
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+18
979
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21
980
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61
981
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100
982
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45
983
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984
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200
985
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986
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987
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75
989
$2K ﹤0.01%
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990
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39
991
$2K ﹤0.01%
+464
992
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993
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994
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995
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27
+19
996
$2K ﹤0.01%
82
997
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180
998
$2K ﹤0.01%
+81
999
$2K ﹤0.01%
79
1000
$2K ﹤0.01%
64
38 39
40
41 42