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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
1101
$2K ﹤0.01%
203
1102
$2K ﹤0.01%
51
1103
$2K ﹤0.01%
38
-16
1104
– –
0
1105
$2K ﹤0.01%
31
1106
– –
0
1107
– –
0
1108
$2K ﹤0.01%
+148
1109
$2K ﹤0.01%
360
+52
1110
$2K ﹤0.01%
53
1111
$2K ﹤0.01%
+75
1112
$2K ﹤0.01%
1
1113
– –
0
1114
$2K ﹤0.01%
30
1115
$2K ﹤0.01%
13
1116
$2K ﹤0.01%
102
-2
1117
$1K ﹤0.01%
89
1118
$1K ﹤0.01%
79
-24
1119
$1K ﹤0.01%
17
1120
$1K ﹤0.01%
34
1121
$1K ﹤0.01%
10
1122
$1K ﹤0.01%
53
1123
$1K ﹤0.01%
+14
1124
$1K ﹤0.01%
24
+22
1125
$1K ﹤0.01%
9
43 44
45
46 47