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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
+190
1202
$1K ﹤0.01%
22
1203
$1K ﹤0.01%
30
1204
$1K ﹤0.01%
+46
1205
$1K ﹤0.01%
16
1206
$1K ﹤0.01%
13
1207
$1K ﹤0.01%
19
1208
$1K ﹤0.01%
+141
1209
$1K ﹤0.01%
25
1210
$1K ﹤0.01%
21
1211
$1K ﹤0.01%
12
1212
$1K ﹤0.01%
6
1213
$1K ﹤0.01%
11
1214
$1K ﹤0.01%
+98
1215
$1K ﹤0.01%
+19
1216
$1K ﹤0.01%
224
1217
$1K ﹤0.01%
77
1218
$1K ﹤0.01%
27
1219
$1K ﹤0.01%
8
1220
$1K ﹤0.01%
36
+24
1221
$1K ﹤0.01%
60
1222
$1K ﹤0.01%
40
-82
1223
$1K ﹤0.01%
+26
1224
$1K ﹤0.01%
36
1225
$1K ﹤0.01%
6
47 48
49
50 51