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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
+20
1127
$1K ﹤0.01%
69
1128
$1K ﹤0.01%
8
1129
$1K ﹤0.01%
3
1130
$1K ﹤0.01%
145
1131
$1K ﹤0.01%
8
1132
$1K ﹤0.01%
+267
1133
$1K ﹤0.01%
34
1134
$1K ﹤0.01%
51
1135
$1K ﹤0.01%
14
1136
$1K ﹤0.01%
14
1137
$1K ﹤0.01%
17
1138
$1K ﹤0.01%
37
1139
– –
0
1140
$1K ﹤0.01%
+362
1141
$1K ﹤0.01%
+21
1142
$1K ﹤0.01%
65
1143
$1K ﹤0.01%
3
+2
1144
$1K ﹤0.01%
31
-17
1145
$1K ﹤0.01%
+19
1146
$1K ﹤0.01%
9
1147
$1K ﹤0.01%
123
1148
$1K ﹤0.01%
5
1149
$1K ﹤0.01%
19
1150
– –
0
44 45
46
47 48