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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
1126
$1K ﹤0.01%
13
1127
$1K ﹤0.01%
29
1128
$1K ﹤0.01%
12
1129
– –
0
1130
$1K ﹤0.01%
+44
1131
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54
1132
$1K ﹤0.01%
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1133
$1K ﹤0.01%
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1134
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8
1135
$1K ﹤0.01%
145
1136
$1K ﹤0.01%
8
1137
$1K ﹤0.01%
267
1138
$1K ﹤0.01%
34
1139
$1K ﹤0.01%
14
1140
$1K ﹤0.01%
41
1141
$1K ﹤0.01%
+28
1142
$1K ﹤0.01%
2
1143
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10
1144
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72
1145
– –
0
1146
$1K ﹤0.01%
5
1147
– –
0
1148
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49
1149
$1K ﹤0.01%
46
1150
$1K ﹤0.01%
41
44 45
46
47 48