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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
1051
$1K ﹤0.01%
5
1052
$1K ﹤0.01%
34
+15
1053
$1K ﹤0.01%
57
+29
1054
$1K ﹤0.01%
12
1055
– –
0
1056
$1K ﹤0.01%
+46
1057
$1K ﹤0.01%
41
1058
$1K ﹤0.01%
70
1059
$1K ﹤0.01%
68
1060
$1K ﹤0.01%
59
-135
1061
$1K ﹤0.01%
27
1062
$1K ﹤0.01%
7
1063
$1K ﹤0.01%
+27
1064
$1K ﹤0.01%
73
1065
$1K ﹤0.01%
+368
1066
$1K ﹤0.01%
+565
1067
$1K ﹤0.01%
49
+19
1068
$1K ﹤0.01%
+53
1069
$1K ﹤0.01%
30
1070
$1K ﹤0.01%
+30
1071
$1K ﹤0.01%
56
1072
$1K ﹤0.01%
22
1073
$1K ﹤0.01%
+88
1074
$1K ﹤0.01%
21
1075
$1K ﹤0.01%
47
41 42
43
44 45