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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2K ﹤0.01%
+14
1027
$2K ﹤0.01%
404
+64
1028
$2K ﹤0.01%
+409
1029
$2K ﹤0.01%
197
1030
$2K ﹤0.01%
438
1031
$2K ﹤0.01%
51
1032
$2K ﹤0.01%
+93
1033
$2K ﹤0.01%
168
1034
$2K ﹤0.01%
53
1035
$2K ﹤0.01%
+799
1036
$2K ﹤0.01%
50
1037
$2K ﹤0.01%
52
1038
$2K ﹤0.01%
65
1039
$2K ﹤0.01%
+58
1040
$2K ﹤0.01%
247
1041
$2K ﹤0.01%
221
1042
$2K ﹤0.01%
220
1043
$2K ﹤0.01%
10
+3
1044
$2K ﹤0.01%
+410
1045
$2K ﹤0.01%
+200
1046
$2K ﹤0.01%
44
1047
$2K ﹤0.01%
+110
1048
$2K ﹤0.01%
109
1049
$2K ﹤0.01%
+15
1050
$2K ﹤0.01%
25
40 41
42
43 44