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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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
35
-24
1202
$1K ﹤0.01%
+51
1203
$1K ﹤0.01%
100
1204
$1K ﹤0.01%
28
-12
1205
$1K ﹤0.01%
3
+2
1206
$1K ﹤0.01%
+30
1207
$1K ﹤0.01%
53
1208
$1K ﹤0.01%
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1209
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55
+45
1210
$1K ﹤0.01%
52
1211
– –
0
1212
$1K ﹤0.01%
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1213
$1K ﹤0.01%
41
1214
$1K ﹤0.01%
58
1215
$1K ﹤0.01%
4
1216
$1K ﹤0.01%
43
-54
1217
$1K ﹤0.01%
+24
1218
$1K ﹤0.01%
+3
1219
$1K ﹤0.01%
44
-44
1220
$1K ﹤0.01%
+54
1221
$1K ﹤0.01%
9
-4
1222
$1K ﹤0.01%
20
1223
$1K ﹤0.01%
18
1224
$1K ﹤0.01%
39
1225
$1K ﹤0.01%
74
-198
47 48
49
50 51