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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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1K ﹤0.01%
3
1077
$1K ﹤0.01%
54
1078
$1K ﹤0.01%
15
1079
$1K ﹤0.01%
29
1080
$1K ﹤0.01%
36
-131
1081
$1K ﹤0.01%
73
1082
$1K ﹤0.01%
55
-24
1083
$1K ﹤0.01%
19
1084
$1K ﹤0.01%
19
1085
$1K ﹤0.01%
150
1086
$1K ﹤0.01%
49
1087
$1K ﹤0.01%
+25
1088
$1K ﹤0.01%
20
1089
$1K ﹤0.01%
19
-16
1090
$1K ﹤0.01%
28
1091
$1K ﹤0.01%
33
1092
$1K ﹤0.01%
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1093
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+6
1094
$1K ﹤0.01%
+20
1095
$1K ﹤0.01%
13
1096
$1K ﹤0.01%
18
1097
$1K ﹤0.01%
12
-17
1098
$1K ﹤0.01%
44
1099
$1K ﹤0.01%
18
1100
$1K ﹤0.01%
+173
42 43
44
45 46