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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
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$836K
3
+$757K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$561K
5
KMB icon
Kimberly-Clark
KMB
+$329K

Top Sells

1
+$2.21M
2
+$1.03M
3
+$778K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
123
-182
1052
$2K ﹤0.01%
363
-532
1053
$2K ﹤0.01%
+105
1054
$2K ﹤0.01%
132
1055
$2K ﹤0.01%
50
+29
1056
$2K ﹤0.01%
119
1057
$2K ﹤0.01%
48
1058
$2K ﹤0.01%
+223
1059
$2K ﹤0.01%
+120
1060
$2K ﹤0.01%
13
-229
1061
$2K ﹤0.01%
20
1062
$2K ﹤0.01%
52
1063
$2K ﹤0.01%
270
+256
1064
$2K ﹤0.01%
109
1065
$2K ﹤0.01%
+104
1066
$2K ﹤0.01%
180
+155
1067
$2K ﹤0.01%
75
1068
$2K ﹤0.01%
+175
1069
$2K ﹤0.01%
39
-97
1070
$2K ﹤0.01%
292
1071
$2K ﹤0.01%
25
1072
$2K ﹤0.01%
5
1073
$2K ﹤0.01%
17
-129
1074
$2K ﹤0.01%
98
1075
$2K ﹤0.01%
+40
41 42
43
44 45