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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
1051
$2K ﹤0.01%
20
-4
1052
$2K ﹤0.01%
+102
1053
$2K ﹤0.01%
80
+42
1054
$2K ﹤0.01%
167
+55
1055
$2K ﹤0.01%
19
1056
$2K ﹤0.01%
+102
1057
$2K ﹤0.01%
+95
1058
$2K ﹤0.01%
+33
1059
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52
1060
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141
1061
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1062
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-130
1064
$2K ﹤0.01%
22
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$2K ﹤0.01%
75
1066
$2K ﹤0.01%
100
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1067
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1068
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32
-367
1069
$2K ﹤0.01%
+33
1070
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1071
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64
1072
$2K ﹤0.01%
179
1073
$2K ﹤0.01%
58
1074
$2K ﹤0.01%
78
+38
1075
$2K ﹤0.01%
40
41 42
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44 45