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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
$205M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$319K
3
+$177K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$149K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$85.7K

Top Sells

1
+$28.1M
2
+$3.94M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
PFE icon
Pfizer
PFE
+$1.8M

Sector Composition

1 Technology 19.23%
2 Healthcare 11.78%
3 Industrials 10.15%
4 Consumer Discretionary 9.91%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
34
-78
1202
– –
0
1203
$2K ﹤0.01%
68
-40
1204
$2K ﹤0.01%
13
1205
$2K ﹤0.01%
23
1206
$2K ﹤0.01%
75
-28
1207
$2K ﹤0.01%
19
1208
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18
1209
$2K ﹤0.01%
167
-224
1210
$2K ﹤0.01%
51
1211
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6
1212
$2K ﹤0.01%
34
+28
1213
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66
1214
$2K ﹤0.01%
13
+4
1215
$2K ﹤0.01%
166
-28
1216
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23
1217
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92
1218
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27
1219
$2K ﹤0.01%
85
1220
$2K ﹤0.01%
10
1221
$2K ﹤0.01%
38
1222
$2K ﹤0.01%
122
-18
1223
$2K ﹤0.01%
57
1224
$2K ﹤0.01%
77
1225
$2K ﹤0.01%
135
-29
47 48
49
50 51