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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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
32
1202
$1K ﹤0.01%
22
1203
$1K ﹤0.01%
99
1204
$1K ﹤0.01%
5
1205
$1K ﹤0.01%
129
1206
$1K ﹤0.01%
261
1207
$1K ﹤0.01%
17
1208
$1K ﹤0.01%
19
1209
$1K ﹤0.01%
96
-2
1210
$1K ﹤0.01%
11
1211
$1K ﹤0.01%
9
1212
$1K ﹤0.01%
68
1213
$1K ﹤0.01%
14
1214
$1K ﹤0.01%
+26
1215
$1K ﹤0.01%
60
1216
$1K ﹤0.01%
8
1217
$1K ﹤0.01%
45
1218
$1K ﹤0.01%
60
1219
$1K ﹤0.01%
76
1220
$1K ﹤0.01%
10
1221
$1K ﹤0.01%
+51
1222
$1K ﹤0.01%
23
1223
$1K ﹤0.01%
15
1224
$1K ﹤0.01%
55
1225
$1K ﹤0.01%
37
47 48
49
50 51