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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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$2K ﹤0.01%
+43
1002
$2K ﹤0.01%
+117
1003
$2K ﹤0.01%
35
1004
$2K ﹤0.01%
+70
1005
$2K ﹤0.01%
+28
1006
$2K ﹤0.01%
52
1007
$2K ﹤0.01%
+106
1008
$2K ﹤0.01%
23
1009
$2K ﹤0.01%
200
1010
$2K ﹤0.01%
21
1011
$2K ﹤0.01%
+57
1012
$1K ﹤0.01%
+28
1013
$1K ﹤0.01%
+64
1014
$1K ﹤0.01%
+64
1015
$1K ﹤0.01%
+14
1016
$1K ﹤0.01%
+26
1017
$1K ﹤0.01%
+23
1018
$1K ﹤0.01%
+94
1019
$1K ﹤0.01%
+164
1020
$1K ﹤0.01%
+30
1021
$1K ﹤0.01%
+70
1022
$1K ﹤0.01%
+118
1023
– –
0
1024
$1K ﹤0.01%
+21
1025
$1K ﹤0.01%
13
39 40
41
42 43