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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
$166M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$593K
2
+$506K
3
+$473K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$410K
5
MCK icon
McKesson
MCK
+$290K

Top Sells

1
+$396K
2
+$216K
3
+$162K
4
IBM icon
IBM
IBM
+$155K
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$137K

Sector Composition

1 Healthcare 17.21%
2 Technology 13.04%
3 Energy 9.67%
4 Industrials 9.16%
5 Consumer Staples 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
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-1
1027
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+1
1028
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-500
1029
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3
1030
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1031
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1032
– –
-4,000
1033
$0 ﹤0.01%
9
1034
$0 ﹤0.01%
9
1035
$0 ﹤0.01%
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1036
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1037
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-7,044
1038
$0 ﹤0.01%
15
1039
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1040
$0 ﹤0.01%
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1041
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1042
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$0 ﹤0.01%
6
1044
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-682
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1046
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$0 ﹤0.01%
2
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1049
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1050
$0 ﹤0.01%
4
40 41
42
43 44