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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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$2K ﹤0.01%
90
-30
1077
$2K ﹤0.01%
+32
1078
$2K ﹤0.01%
109
1079
$2K ﹤0.01%
+161
1080
$2K ﹤0.01%
190
+113
1081
$2K ﹤0.01%
143
-37
1082
$2K ﹤0.01%
84
+9
1083
$2K ﹤0.01%
25
1084
$2K ﹤0.01%
5
1085
$2K ﹤0.01%
210
-217
1086
$2K ﹤0.01%
98
1087
$2K ﹤0.01%
289
-104
1088
$2K ﹤0.01%
84
+17
1089
$2K ﹤0.01%
100
1090
– –
0
1091
$2K ﹤0.01%
19
-4
1092
$2K ﹤0.01%
43
1093
$2K ﹤0.01%
20
1094
$2K ﹤0.01%
188
+144
1095
$2K ﹤0.01%
701
+601
1096
$2K ﹤0.01%
+38
1097
$2K ﹤0.01%
331
+172
1098
$2K ﹤0.01%
83
+8
1099
$2K ﹤0.01%
180
+65
1100
$2K ﹤0.01%
42
-34
42 43
44
45 46