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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
$257M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$766K
3
+$691K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$412K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$398K

Top Sells

1
+$1.43M
2
+$148K
3
+$136K
4
CVS icon
CVS Health
CVS
+$131K
5
ABBV icon
AbbVie
ABBV
+$116K

Sector Composition

1 Technology 19.54%
2 Healthcare 12.95%
3 Industrials 10.02%
4 Consumer Discretionary 8.03%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$3K ﹤0.01%
40
1077
$3K ﹤0.01%
77
1078
$3K ﹤0.01%
+800
1079
$3K ﹤0.01%
887
+88
1080
$3K ﹤0.01%
76
1081
$2K ﹤0.01%
98
1082
$2K ﹤0.01%
56
+42
1083
$2K ﹤0.01%
112
1084
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122
+37
1085
$2K ﹤0.01%
32
1086
$2K ﹤0.01%
48
1087
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14
+10
1089
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27
-76
1090
$2K ﹤0.01%
72
1091
$2K ﹤0.01%
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38
+19
1094
$2K ﹤0.01%
145
1095
$2K ﹤0.01%
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$2K ﹤0.01%
46
1097
$2K ﹤0.01%
49
1098
$2K ﹤0.01%
190
1099
$2K ﹤0.01%
54
-47
1100
$2K ﹤0.01%
66
42 43
44
45 46