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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
$192M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$247K
3
+$227K
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$159K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120K

Top Sells

1
+$452K
2
+$326K
3
+$302K
4
WMB icon
Williams Companies
WMB
+$272K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$228K

Sector Composition

1 Healthcare 15.1%
2 Technology 13.33%
3 Industrials 11.17%
4 Energy 8.89%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1K ﹤0.01%
36
+26
1077
$1K ﹤0.01%
+49
1078
$1K ﹤0.01%
21
1079
$1K ﹤0.01%
115
1080
$1K ﹤0.01%
47
1081
$1K ﹤0.01%
48
1082
– –
0
1083
$1K ﹤0.01%
142
1084
$1K ﹤0.01%
+42
1085
$1K ﹤0.01%
14
1086
$1K ﹤0.01%
26
1087
$1K ﹤0.01%
324
1088
$1K ﹤0.01%
168
+4
1089
$1K ﹤0.01%
20
+7
1090
$1K ﹤0.01%
+25
1091
$1K ﹤0.01%
70
1092
$1K ﹤0.01%
118
1093
$1K ﹤0.01%
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1094
$1K ﹤0.01%
11
1095
$1K ﹤0.01%
31
1096
$1K ﹤0.01%
103
1097
$1K ﹤0.01%
+154
1098
$1K ﹤0.01%
+368
1099
$1K ﹤0.01%
98
1100
$1K ﹤0.01%
29
42 43
44
45 46