TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$260K
3
+$228K
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$176K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$122K

Top Sells

1
+$452K
2
+$319K
3
+$302K
4
WMB icon
Williams Companies
WMB
+$280K
5
MPLX icon
MPLX
MPLX
+$226K

Sector Composition

1 Healthcare 15.1%
2 Technology 13.33%
3 Industrials 11.17%
4 Energy 8.89%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
+25
1127
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70
1128
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118
1129
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1130
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1131
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1132
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1133
$1K ﹤0.01%
+154
1134
$1K ﹤0.01%
+368
1135
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1136
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1137
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1138
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1139
– –
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45
+10
1141
$1K ﹤0.01%
70
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1142
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1143
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1144
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1145
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1146
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300
1147
– –
0
1148
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+18
1149
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+27
1150
$1K ﹤0.01%
34
44 45
46
47 48