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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
$192M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$247K
3
+$227K
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$159K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120K

Top Sells

1
+$452K
2
+$326K
3
+$302K
4
WMB icon
Williams Companies
WMB
+$272K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$228K

Sector Composition

1 Healthcare 15.1%
2 Technology 13.33%
3 Industrials 11.17%
4 Energy 8.89%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
25
+1
977
$2K ﹤0.01%
81
978
$2K ﹤0.01%
400
979
$2K ﹤0.01%
1,000
980
$2K ﹤0.01%
203
981
$2K ﹤0.01%
393
982
$2K ﹤0.01%
62
+36
983
$2K ﹤0.01%
277
+131
984
$2K ﹤0.01%
49
985
$2K ﹤0.01%
193
986
$2K ﹤0.01%
91
987
$2K ﹤0.01%
95
988
$2K ﹤0.01%
53
989
$2K ﹤0.01%
+98
990
– –
0
991
$2K ﹤0.01%
18
992
$2K ﹤0.01%
81
993
$2K ﹤0.01%
72
+36
994
$2K ﹤0.01%
268
995
$2K ﹤0.01%
5
996
$2K ﹤0.01%
38
997
$2K ﹤0.01%
31
998
$2K ﹤0.01%
35
999
$2K ﹤0.01%
70
1000
$2K ﹤0.01%
28
38 39
40
41 42