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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
1201
$1K ﹤0.01%
+23
1202
$1K ﹤0.01%
+215
1203
$1K ﹤0.01%
+85
1204
$1K ﹤0.01%
5
1205
$1K ﹤0.01%
80
1206
– –
0
1207
$1K ﹤0.01%
+43
1208
– –
0
1209
$1K ﹤0.01%
+49
1210
$1K ﹤0.01%
+42
1211
$1K ﹤0.01%
500
1212
$1K ﹤0.01%
+52
1213
$1K ﹤0.01%
11
-193
1214
$1K ﹤0.01%
+108
1215
$1K ﹤0.01%
+27
1216
$1K ﹤0.01%
+52
1217
$1K ﹤0.01%
28
1218
$1K ﹤0.01%
+336
1219
$1K ﹤0.01%
35
1220
$1K ﹤0.01%
21
1221
$1K ﹤0.01%
54
1222
$1K ﹤0.01%
+84
1223
$1K ﹤0.01%
6
-5
1224
$1K ﹤0.01%
+35
1225
$1K ﹤0.01%
16
47 48
49
50 51