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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
$222M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.14M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$629K
5
VFH icon
Vanguard Financials ETF
VFH
+$327K

Top Sells

1
+$4.6M
2
+$1.35M
3
+$624K
4
GBCI icon
Glacier Bancorp
GBCI
+$505K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

1 Technology 15.82%
2 Healthcare 11.29%
3 Industrials 10.78%
4 Consumer Discretionary 9.05%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$7K ﹤0.01%
50
1052
$7K ﹤0.01%
30
+24
1053
$7K ﹤0.01%
150
-10
1054
$7K ﹤0.01%
209
1055
$7K ﹤0.01%
387
+108
1056
$7K ﹤0.01%
+87
1057
$7K ﹤0.01%
99
+75
1058
$7K ﹤0.01%
+412
1059
$7K ﹤0.01%
31
1060
$7K ﹤0.01%
+426
1061
$7K ﹤0.01%
168
+120
1062
$7K ﹤0.01%
200
+124
1063
$7K ﹤0.01%
678
+56
1064
$7K ﹤0.01%
141
+111
1065
$7K ﹤0.01%
+23
1066
$7K ﹤0.01%
245
+172
1067
$7K ﹤0.01%
180
+64
1068
$7K ﹤0.01%
86
1069
$7K ﹤0.01%
2,996
+1,996
1070
$7K ﹤0.01%
53
+43
1071
$7K ﹤0.01%
387
+166
1072
$7K ﹤0.01%
+47
1073
$7K ﹤0.01%
207
-3,586
1074
$7K ﹤0.01%
2,500
-100
1075
$7K ﹤0.01%
806
+213
41 42
43
44 45