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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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$2K ﹤0.01%
100
1077
$2K ﹤0.01%
+56
1078
$2K ﹤0.01%
6
1079
$2K ﹤0.01%
5
1080
$2K ﹤0.01%
1
1081
$2K ﹤0.01%
73
1082
$2K ﹤0.01%
131
1083
$2K ﹤0.01%
40
+20
1084
– –
0
1085
$2K ﹤0.01%
180
1086
$2K ﹤0.01%
+1
1087
$2K ﹤0.01%
92
1088
$2K ﹤0.01%
+70
1089
$2K ﹤0.01%
437
1090
$2K ﹤0.01%
+213
1091
$2K ﹤0.01%
70
1092
$2K ﹤0.01%
37
-140
1093
$2K ﹤0.01%
45
1094
$2K ﹤0.01%
34
1095
$2K ﹤0.01%
20
+8
1096
$2K ﹤0.01%
22
1097
$2K ﹤0.01%
99
1098
$2K ﹤0.01%
483
+231
1099
$2K ﹤0.01%
268
1100
$2K ﹤0.01%
91
42 43
44
45 46