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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
19
1152
$1K ﹤0.01%
+87
1153
$1K ﹤0.01%
+28
1154
$1K ﹤0.01%
27
1155
$1K ﹤0.01%
12
1156
$1K ﹤0.01%
30
1157
$1K ﹤0.01%
25
1158
$1K ﹤0.01%
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1159
$1K ﹤0.01%
+50
1160
$1K ﹤0.01%
59
1161
$1K ﹤0.01%
27
1162
$1K ﹤0.01%
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1163
$1K ﹤0.01%
30
1164
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30
1165
$1K ﹤0.01%
56
1166
$1K ﹤0.01%
268
1167
$1K ﹤0.01%
+22
1168
$1K ﹤0.01%
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1169
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1170
$1K ﹤0.01%
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1171
$1K ﹤0.01%
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1172
$1K ﹤0.01%
47
-66
1173
$1K ﹤0.01%
14
1174
$1K ﹤0.01%
115
1175
$1K ﹤0.01%
47
45 46
47
48 49