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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
1001
$2K ﹤0.01%
97
-133
1002
$2K ﹤0.01%
13
1003
$2K ﹤0.01%
13
1004
$2K ﹤0.01%
34
1005
$2K ﹤0.01%
58
1006
$2K ﹤0.01%
49
1007
$2K ﹤0.01%
18
1008
$2K ﹤0.01%
12
1009
$2K ﹤0.01%
26
1010
$2K ﹤0.01%
20
1011
$2K ﹤0.01%
180
1012
$2K ﹤0.01%
22
1013
$2K ﹤0.01%
53
-578
1014
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101
1015
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44
1016
$2K ﹤0.01%
128
1017
$2K ﹤0.01%
35
+10
1018
$2K ﹤0.01%
50
-83
1019
$2K ﹤0.01%
179
1020
$2K ﹤0.01%
160
1021
$2K ﹤0.01%
59
1022
$2K ﹤0.01%
28
1023
$2K ﹤0.01%
51
1024
$2K ﹤0.01%
152
1025
$2K ﹤0.01%
69
39 40
41
42 43