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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
39
1202
– –
0
1203
$1K ﹤0.01%
+18
1204
$1K ﹤0.01%
29
1205
$1K ﹤0.01%
53
1206
$1K ﹤0.01%
27
1207
– –
0
1208
– –
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1209
$1K ﹤0.01%
107
1210
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26
1211
$1K ﹤0.01%
30
1212
$1K ﹤0.01%
+47
1213
$1K ﹤0.01%
7
1214
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+9
1215
$1K ﹤0.01%
+15
1216
$1K ﹤0.01%
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1217
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1
1218
– –
0
1219
$1K ﹤0.01%
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1220
$1K ﹤0.01%
+38
1221
$1K ﹤0.01%
162
1222
$1K ﹤0.01%
87
1223
$1K ﹤0.01%
150
1224
$1K ﹤0.01%
63
1225
$1K ﹤0.01%
55
-25
47 48
49
50 51