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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
976
$2K ﹤0.01%
28
977
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23
978
$2K ﹤0.01%
+114
979
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+8
980
$2K ﹤0.01%
+107
981
$2K ﹤0.01%
27
982
$2K ﹤0.01%
104
+53
983
$2K ﹤0.01%
504
984
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+123
985
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75
986
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19
987
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+337
988
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22
989
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47
990
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45
991
$2K ﹤0.01%
33
992
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56
993
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994
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179
995
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56
996
$2K ﹤0.01%
39
997
$2K ﹤0.01%
27
998
$2K ﹤0.01%
96
999
$2K ﹤0.01%
60
1000
$2K ﹤0.01%
+23
38 39
40
41 42