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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
$191M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$250K
3
+$227K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$177K
5
NAC icon
Nuveen California Quality Municipal Income Fund
NAC
+$169K

Top Sells

1
+$965K
2
+$281K
3
+$226K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$198K
5
ZION icon
Zions Bancorporation
ZION
+$184K

Sector Composition

1 Healthcare 14.54%
2 Technology 11.74%
3 Industrials 10.81%
4 Energy 10.23%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1K ﹤0.01%
18
1177
$1K ﹤0.01%
6
1178
$1K ﹤0.01%
40
1179
$1K ﹤0.01%
16
1180
$1K ﹤0.01%
392
1181
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11
1182
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1183
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34
-16
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32
1185
$1K ﹤0.01%
34
1186
– –
0
1187
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1188
$1K ﹤0.01%
600
1189
$1K ﹤0.01%
103
1190
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10
1191
$1K ﹤0.01%
+134
1192
$1K ﹤0.01%
12
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10
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1194
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1195
$1K ﹤0.01%
44
1196
$1K ﹤0.01%
22
1197
$1K ﹤0.01%
150
1198
$1K ﹤0.01%
28
1199
$1K ﹤0.01%
11
1200
$1K ﹤0.01%
+66
46 47
48
49 50