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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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
345
+240
1052
$2K ﹤0.01%
40
-21
1053
$2K ﹤0.01%
175
1054
$2K ﹤0.01%
36
-8
1055
$2K ﹤0.01%
+75
1056
$2K ﹤0.01%
76
1057
$2K ﹤0.01%
22
1058
$2K ﹤0.01%
+48
1059
$2K ﹤0.01%
107
1060
$2K ﹤0.01%
17
1061
$2K ﹤0.01%
101
-861
1062
$2K ﹤0.01%
+22
1063
$2K ﹤0.01%
161
+35
1064
$2K ﹤0.01%
400
1065
$2K ﹤0.01%
66
+58
1066
$2K ﹤0.01%
55
+16
1067
$2K ﹤0.01%
216
1068
$2K ﹤0.01%
49
+34
1069
$2K ﹤0.01%
+82
1070
$2K ﹤0.01%
337
1071
$2K ﹤0.01%
35
1072
$2K ﹤0.01%
110
1073
$2K ﹤0.01%
119
1074
$2K ﹤0.01%
+95
1075
$2K ﹤0.01%
48
41 42
43
44 45