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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
$191M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$250K
3
+$227K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$177K
5
NAC icon
Nuveen California Quality Municipal Income Fund
NAC
+$169K

Top Sells

1
+$965K
2
+$281K
3
+$226K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$198K
5
ZION icon
Zions Bancorporation
ZION
+$184K

Sector Composition

1 Healthcare 14.54%
2 Technology 11.74%
3 Industrials 10.81%
4 Energy 10.23%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
27
1127
$1K ﹤0.01%
73
-67
1128
$1K ﹤0.01%
30
1129
$1K ﹤0.01%
30
1130
$1K ﹤0.01%
+254
1131
$1K ﹤0.01%
21
1132
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47
1133
$1K ﹤0.01%
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-37
1134
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115
1135
$1K ﹤0.01%
47
1136
$1K ﹤0.01%
27
-29
1137
$1K ﹤0.01%
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1138
$1K ﹤0.01%
26
1139
$1K ﹤0.01%
26
1140
$1K ﹤0.01%
10
1141
$1K ﹤0.01%
+175
1142
$1K ﹤0.01%
42
1143
$1K ﹤0.01%
162
1144
$1K ﹤0.01%
87
1145
$1K ﹤0.01%
14
1146
$1K ﹤0.01%
26
1147
$1K ﹤0.01%
146
-9
1148
$1K ﹤0.01%
324
1149
$1K ﹤0.01%
164
1150
$1K ﹤0.01%
70
44 45
46
47 48