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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
$222M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.14M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$629K
5
VFH icon
Vanguard Financials ETF
VFH
+$327K

Top Sells

1
+$4.6M
2
+$1.35M
3
+$624K
4
GBCI icon
Glacier Bancorp
GBCI
+$505K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

1 Technology 15.82%
2 Healthcare 11.29%
3 Industrials 10.78%
4 Consumer Discretionary 9.05%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$8K ﹤0.01%
57
+44
1002
$8K ﹤0.01%
215
+55
1003
$8K ﹤0.01%
700
1004
$8K ﹤0.01%
112
+46
1005
$8K ﹤0.01%
54
1006
$7K ﹤0.01%
+444
1007
$7K ﹤0.01%
+165
1008
$7K ﹤0.01%
57
+45
1009
$7K ﹤0.01%
+379
1010
$7K ﹤0.01%
162
1011
$7K ﹤0.01%
+508
1012
$7K ﹤0.01%
241
+60
1013
$7K ﹤0.01%
+30
1014
$7K ﹤0.01%
270
+70
1015
$7K ﹤0.01%
+186
1016
$7K ﹤0.01%
287
+85
1017
$7K ﹤0.01%
485
1018
$7K ﹤0.01%
305
+195
1019
$7K ﹤0.01%
+90
1020
$7K ﹤0.01%
130
+35
1021
$7K ﹤0.01%
56
+7
1022
$7K ﹤0.01%
671
+181
1023
$7K ﹤0.01%
222
+113
1024
$7K ﹤0.01%
308
+147
1025
$7K ﹤0.01%
375
+135
39 40
41
42 43