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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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
14
-9
1127
$1K ﹤0.01%
14
1128
$1K ﹤0.01%
61
+20
1129
$1K ﹤0.01%
28
1130
$1K ﹤0.01%
37
1131
$1K ﹤0.01%
9
1132
$1K ﹤0.01%
36
1133
$1K ﹤0.01%
+7
1134
$1K ﹤0.01%
40
+15
1135
$1K ﹤0.01%
16
1136
$1K ﹤0.01%
43
1137
$1K ﹤0.01%
+200
1138
$1K ﹤0.01%
8
1139
$1K ﹤0.01%
2
1140
$1K ﹤0.01%
157
-56
1141
$1K ﹤0.01%
10
1142
$1K ﹤0.01%
72
1143
$1K ﹤0.01%
+25
1144
$1K ﹤0.01%
70
1145
$1K ﹤0.01%
14
-23
1146
$1K ﹤0.01%
23
-22
1147
$1K ﹤0.01%
5
1148
$1K ﹤0.01%
+10
1149
$1K ﹤0.01%
65
-114
1150
$1K ﹤0.01%
+82
44 45
46
47 48