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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
$222M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.14M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$629K
5
VFH icon
Vanguard Financials ETF
VFH
+$327K

Top Sells

1
+$4.6M
2
+$1.35M
3
+$624K
4
GBCI icon
Glacier Bancorp
GBCI
+$505K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

1 Technology 15.82%
2 Healthcare 11.29%
3 Industrials 10.78%
4 Consumer Discretionary 9.05%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$6K ﹤0.01%
216
+76
1152
$6K ﹤0.01%
+133
1153
$6K ﹤0.01%
+366
1154
$6K ﹤0.01%
+737
1155
$6K ﹤0.01%
1
1156
$6K ﹤0.01%
102
+40
1157
$6K ﹤0.01%
80
1158
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63
+22
1159
$6K ﹤0.01%
32
+5
1160
$6K ﹤0.01%
+281
1161
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291
1162
$6K ﹤0.01%
109
-2
1163
$6K ﹤0.01%
26
+12
1164
$6K ﹤0.01%
147
+48
1165
$6K ﹤0.01%
+60
1166
$6K ﹤0.01%
943
1167
$6K ﹤0.01%
205
1168
$6K ﹤0.01%
182
-53
1169
$6K ﹤0.01%
33
+19
1170
$6K ﹤0.01%
+49
1171
$6K ﹤0.01%
827
-24,766
1172
$6K ﹤0.01%
161
+112
1173
$6K ﹤0.01%
213
1174
$6K ﹤0.01%
+185
1175
$6K ﹤0.01%
141
+71
45 46
47
48 49