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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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
+13
1152
$1K ﹤0.01%
+94
1153
$1K ﹤0.01%
+25
1154
$1K ﹤0.01%
+268
1155
$1K ﹤0.01%
+19
1156
$1K ﹤0.01%
+21
1157
$1K ﹤0.01%
+50
1158
$1K ﹤0.01%
+48
1159
$1K ﹤0.01%
+55
1160
$1K ﹤0.01%
146
1161
$1K ﹤0.01%
+26
1162
$1K ﹤0.01%
+22
1163
$1K ﹤0.01%
+35
1164
$1K ﹤0.01%
56
1165
$1K ﹤0.01%
5
1166
$1K ﹤0.01%
+153
1167
$1K ﹤0.01%
+30
1168
$1K ﹤0.01%
+11
1169
$1K ﹤0.01%
+29
1170
$1K ﹤0.01%
+52
1171
$1K ﹤0.01%
+48
1172
$1K ﹤0.01%
+18
1173
$1K ﹤0.01%
47
1174
– –
0
1175
– –
0
45 46
47
48 49