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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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
46
1127
$2K ﹤0.01%
+57
1128
$2K ﹤0.01%
77
1129
$2K ﹤0.01%
+53
1130
$2K ﹤0.01%
160
1131
$2K ﹤0.01%
50
-21
1132
$2K ﹤0.01%
140
+80
1133
$2K ﹤0.01%
91
1134
$2K ﹤0.01%
210
1135
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135
+94
1136
$2K ﹤0.01%
+9
1137
$2K ﹤0.01%
49
1138
$2K ﹤0.01%
+52
1139
$2K ﹤0.01%
152
1140
$2K ﹤0.01%
21
1141
$2K ﹤0.01%
20
1142
$2K ﹤0.01%
97
1143
$2K ﹤0.01%
256
-134
1144
$2K ﹤0.01%
705
1145
$2K ﹤0.01%
+24
1146
$2K ﹤0.01%
+35
1147
$2K ﹤0.01%
20
1148
$2K ﹤0.01%
+898
1149
$2K ﹤0.01%
44
-800
1150
$2K ﹤0.01%
+22
44 45
46
47 48