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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$2K ﹤0.01%
+102
1152
$2K ﹤0.01%
553
+510
1153
$2K ﹤0.01%
97
1154
$2K ﹤0.01%
22
1155
$2K ﹤0.01%
+28
1156
$2K ﹤0.01%
43
-10
1157
$2K ﹤0.01%
101
1158
$2K ﹤0.01%
44
1159
$2K ﹤0.01%
128
1160
$2K ﹤0.01%
107
+37
1161
$2K ﹤0.01%
179
1162
$2K ﹤0.01%
+30
1163
$2K ﹤0.01%
59
1164
$2K ﹤0.01%
28
1165
$2K ﹤0.01%
53
1166
$2K ﹤0.01%
33
1167
$2K ﹤0.01%
51
1168
$2K ﹤0.01%
71
+14
1169
$2K ﹤0.01%
+81
1170
$2K ﹤0.01%
58
1171
$2K ﹤0.01%
36
1172
$2K ﹤0.01%
273
1173
$2K ﹤0.01%
88
1174
$2K ﹤0.01%
93
1175
$2K ﹤0.01%
13
45 46
47
48 49