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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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
+8
1152
$1K ﹤0.01%
41
1153
$1K ﹤0.01%
70
1154
$1K ﹤0.01%
68
1155
$1K ﹤0.01%
59
1156
$1K ﹤0.01%
12
1157
$1K ﹤0.01%
+74
1158
$1K ﹤0.01%
+47
1159
$1K ﹤0.01%
48
+21
1160
$1K ﹤0.01%
+105
1161
$1K ﹤0.01%
73
1162
$1K ﹤0.01%
30
1163
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30
1164
$1K ﹤0.01%
400
1165
$1K ﹤0.01%
72
1166
$1K ﹤0.01%
182
+152
1167
$1K ﹤0.01%
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1168
$1K ﹤0.01%
+100
1169
$1K ﹤0.01%
21
1170
$1K ﹤0.01%
+21
1171
$1K ﹤0.01%
98
1172
$1K ﹤0.01%
+255
1173
$1K ﹤0.01%
200
-80
1174
$1K ﹤0.01%
21
1175
$1K ﹤0.01%
115
45 46
47
48 49