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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
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$836K
3
+$757K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$561K
5
KMB icon
Kimberly-Clark
KMB
+$329K

Top Sells

1
+$2.21M
2
+$1.03M
3
+$778K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$2K ﹤0.01%
40
+12
1152
$2K ﹤0.01%
+277
1153
$2K ﹤0.01%
50
1154
$2K ﹤0.01%
65
1155
$1K ﹤0.01%
77
1156
$1K ﹤0.01%
5
-3
1157
$1K ﹤0.01%
23
-92
1158
$1K ﹤0.01%
28
-120
1159
$1K ﹤0.01%
28
+4
1160
$1K ﹤0.01%
23
-8
1161
$1K ﹤0.01%
28
-35
1162
$1K ﹤0.01%
47
1163
$1K ﹤0.01%
41
+1
1164
$1K ﹤0.01%
+226
1165
$1K ﹤0.01%
300
1166
$1K ﹤0.01%
+67
1167
$1K ﹤0.01%
+100
1168
$1K ﹤0.01%
+33
1169
$1K ﹤0.01%
+9
1170
$1K ﹤0.01%
100
1171
$1K ﹤0.01%
162
+21
1172
$1K ﹤0.01%
77
1173
$1K ﹤0.01%
8
1174
$1K ﹤0.01%
60
1175
$1K ﹤0.01%
7
+4
45 46
47
48 49