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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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1K ﹤0.01%
+126
1177
$1K ﹤0.01%
47
1178
$1K ﹤0.01%
48
1179
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42
1180
$1K ﹤0.01%
31
1181
$1K ﹤0.01%
10
1182
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67
1183
$1K ﹤0.01%
+48
1184
$1K ﹤0.01%
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1185
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+90
1186
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26
1187
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30
1188
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59
1189
$1K ﹤0.01%
324
1190
$1K ﹤0.01%
27
1191
$1K ﹤0.01%
20
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1192
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295
+77
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+33
1195
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1196
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1197
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11
1198
$1K ﹤0.01%
37
1199
$1K ﹤0.01%
27
1200
$1K ﹤0.01%
11
46 47
48
49 50