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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
$222M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.14M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$629K
5
VFH icon
Vanguard Financials ETF
VFH
+$327K

Top Sells

1
+$4.6M
2
+$1.35M
3
+$624K
4
GBCI icon
Glacier Bancorp
GBCI
+$505K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

1 Technology 15.82%
2 Healthcare 11.29%
3 Industrials 10.78%
4 Consumer Discretionary 9.05%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$6K ﹤0.01%
82
+42
1102
$6K ﹤0.01%
+150
1103
$6K ﹤0.01%
70
+45
1104
$6K ﹤0.01%
75
+60
1105
$6K ﹤0.01%
+122
1106
$6K ﹤0.01%
285
1107
$6K ﹤0.01%
10
+8
1108
$6K ﹤0.01%
160
+47
1109
$6K ﹤0.01%
139
+56
1110
$6K ﹤0.01%
139
+106
1111
$6K ﹤0.01%
+23
1112
$6K ﹤0.01%
+53
1113
$6K ﹤0.01%
272
+209
1114
$6K ﹤0.01%
55
+32
1115
$6K ﹤0.01%
+71
1116
$6K ﹤0.01%
35
1117
$6K ﹤0.01%
531
1118
$6K ﹤0.01%
116
1119
$6K ﹤0.01%
+203
1120
$6K ﹤0.01%
+128
1121
$6K ﹤0.01%
+68
1122
$6K ﹤0.01%
220
+77
1123
$6K ﹤0.01%
99
1124
$6K ﹤0.01%
34
1125
$6K ﹤0.01%
121
+37
43 44
45
46 47