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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
+43
1127
$2K ﹤0.01%
+16
1128
$2K ﹤0.01%
75
1129
$2K ﹤0.01%
34
1130
$2K ﹤0.01%
99
1131
$2K ﹤0.01%
59
-484
1132
$2K ﹤0.01%
75
1133
$2K ﹤0.01%
56
1134
$2K ﹤0.01%
115
+45
1135
$2K ﹤0.01%
75
1136
$2K ﹤0.01%
19
1137
$2K ﹤0.01%
35
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100
-100
1139
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60
1140
$2K ﹤0.01%
75
1141
$2K ﹤0.01%
45
-8
1142
$2K ﹤0.01%
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+122
1143
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1144
$2K ﹤0.01%
+76
1145
$2K ﹤0.01%
98
1146
$2K ﹤0.01%
49
1147
$2K ﹤0.01%
158
+131
1148
$2K ﹤0.01%
+141
1149
$2K ﹤0.01%
387
+365
1150
$2K ﹤0.01%
20
44 45
46
47 48