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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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
51
+8
977
$3K ﹤0.01%
204
978
$3K ﹤0.01%
250
979
$3K ﹤0.01%
65
-32
980
$3K ﹤0.01%
161
981
$3K ﹤0.01%
201
982
$3K ﹤0.01%
44
983
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-124
984
$3K ﹤0.01%
109
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985
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14
986
$3K ﹤0.01%
363
+313
987
$3K ﹤0.01%
36
988
$3K ﹤0.01%
222
989
$3K ﹤0.01%
10
990
$3K ﹤0.01%
51
+9
991
$3K ﹤0.01%
13
-8
992
$3K ﹤0.01%
23
+4
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$3K ﹤0.01%
78
-8
994
$3K ﹤0.01%
13
-49
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$3K ﹤0.01%
53
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996
$3K ﹤0.01%
30
997
$3K ﹤0.01%
5
998
$3K ﹤0.01%
36
+10
999
$3K ﹤0.01%
482
+413
1000
$2K ﹤0.01%
20
+12
38 39
40
41 42