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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
1026
$7K ﹤0.01%
71
+29
1027
$7K ﹤0.01%
495
1028
$7K ﹤0.01%
+312
1029
$7K ﹤0.01%
+782
1030
$7K ﹤0.01%
374
1031
$7K ﹤0.01%
58
+52
1032
$7K ﹤0.01%
194
+86
1033
$7K ﹤0.01%
+156
1034
$7K ﹤0.01%
142
1035
$7K ﹤0.01%
56
+36
1036
$7K ﹤0.01%
+53
1037
$7K ﹤0.01%
43
1038
$7K ﹤0.01%
48
+30
1039
$7K ﹤0.01%
454
+112
1040
$7K ﹤0.01%
48
+35
1041
$7K ﹤0.01%
264
-85
1042
$7K ﹤0.01%
166
+66
1043
$7K ﹤0.01%
82
+62
1044
$7K ﹤0.01%
261
+106
1045
$7K ﹤0.01%
138
+78
1046
$7K ﹤0.01%
500
1047
$7K ﹤0.01%
125
+56
1048
$7K ﹤0.01%
92
+34
1049
$7K ﹤0.01%
231
+195
1050
$7K ﹤0.01%
39
+19
40 41
42
43 44