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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
$192M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$247K
3
+$227K
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$159K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120K

Top Sells

1
+$452K
2
+$326K
3
+$302K
4
WMB icon
Williams Companies
WMB
+$272K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$228K

Sector Composition

1 Healthcare 15.1%
2 Technology 13.33%
3 Industrials 11.17%
4 Energy 8.89%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
16
+3
1027
$1K ﹤0.01%
29
1028
$1K ﹤0.01%
20
1029
$1K ﹤0.01%
+25
1030
$1K ﹤0.01%
69
1031
$1K ﹤0.01%
8
1032
$1K ﹤0.01%
3
1033
$1K ﹤0.01%
145
1034
$1K ﹤0.01%
+2
1035
$1K ﹤0.01%
8
1036
$1K ﹤0.01%
+19
1037
$1K ﹤0.01%
43
+12
1038
$1K ﹤0.01%
+18
1039
$1K ﹤0.01%
14
1040
$1K ﹤0.01%
14
1041
$1K ﹤0.01%
41
-43
1042
$1K ﹤0.01%
1
1043
$1K ﹤0.01%
+37
1044
$1K ﹤0.01%
+20
1045
$1K ﹤0.01%
+12
1046
$1K ﹤0.01%
+92
1047
$1K ﹤0.01%
10
-3
1048
$1K ﹤0.01%
72
-28
1049
$1K ﹤0.01%
67
-38
1050
$1K ﹤0.01%
+31
40 41
42
43 44