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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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
70
1152
$1K ﹤0.01%
68
1153
$1K ﹤0.01%
59
1154
$1K ﹤0.01%
+12
1155
$1K ﹤0.01%
14
+7
1156
$1K ﹤0.01%
+27
1157
$1K ﹤0.01%
+55
1158
$1K ﹤0.01%
73
1159
$1K ﹤0.01%
36
1160
$1K ﹤0.01%
30
1161
$1K ﹤0.01%
30
1162
$1K ﹤0.01%
400
1163
$1K ﹤0.01%
233
1164
$1K ﹤0.01%
+72
1165
$1K ﹤0.01%
21
1166
$1K ﹤0.01%
1,000
1167
$1K ﹤0.01%
+98
1168
$1K ﹤0.01%
280
+200
1169
$1K ﹤0.01%
21
1170
$1K ﹤0.01%
115
1171
$1K ﹤0.01%
47
1172
$1K ﹤0.01%
48
1173
$1K ﹤0.01%
42
1174
$1K ﹤0.01%
10
1175
$1K ﹤0.01%
67
45 46
47
48 49