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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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1K ﹤0.01%
+22
1177
$1K ﹤0.01%
+66
1178
$1K ﹤0.01%
+59
1179
$1K ﹤0.01%
+25
1180
$1K ﹤0.01%
+32
1181
$1K ﹤0.01%
+25
1182
$1K ﹤0.01%
+1
1183
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1184
$1K ﹤0.01%
+68
1185
$1K ﹤0.01%
5
1186
$1K ﹤0.01%
+10
1187
$1K ﹤0.01%
10
1188
$1K ﹤0.01%
+35
1189
$1K ﹤0.01%
+92
1190
$1K ﹤0.01%
+80
1191
$1K ﹤0.01%
2
1192
$1K ﹤0.01%
+39
1193
– –
0
1194
$1K ﹤0.01%
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1195
$1K ﹤0.01%
+22
1196
$1K ﹤0.01%
+109
1197
$1K ﹤0.01%
+40
1198
$1K ﹤0.01%
9
1199
$1K ﹤0.01%
+25
1200
$1K ﹤0.01%
+500
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