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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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
101
-64
1052
$2K ﹤0.01%
44
1053
$2K ﹤0.01%
128
1054
$2K ﹤0.01%
+55
1055
$2K ﹤0.01%
179
1056
$2K ﹤0.01%
59
1057
$2K ﹤0.01%
28
1058
$2K ﹤0.01%
51
1059
$2K ﹤0.01%
+19
1060
$2K ﹤0.01%
57
1061
– –
0
1062
$2K ﹤0.01%
152
1063
$2K ﹤0.01%
69
+22
1064
$2K ﹤0.01%
66
1065
$2K ﹤0.01%
200
1066
$2K ﹤0.01%
13
1067
$2K ﹤0.01%
+13
1068
– –
0
1069
$2K ﹤0.01%
40
1070
$2K ﹤0.01%
66
1071
$2K ﹤0.01%
51
1072
$2K ﹤0.01%
197
1073
$2K ﹤0.01%
222
1074
$2K ﹤0.01%
94
1075
$2K ﹤0.01%
102
41 42
43
44 45