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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
$192M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$247K
3
+$227K
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$159K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120K

Top Sells

1
+$452K
2
+$326K
3
+$302K
4
WMB icon
Williams Companies
WMB
+$272K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$228K

Sector Composition

1 Healthcare 15.1%
2 Technology 13.33%
3 Industrials 11.17%
4 Energy 8.89%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
28
1227
$1K ﹤0.01%
21
-211
1228
$1K ﹤0.01%
54
1229
$1K ﹤0.01%
+23
1230
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18
1231
$1K ﹤0.01%
45
-16
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$1K ﹤0.01%
6
1233
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40
1234
$1K ﹤0.01%
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1235
$1K ﹤0.01%
11
1236
$1K ﹤0.01%
+18
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$1K ﹤0.01%
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$1K ﹤0.01%
76
1239
$1K ﹤0.01%
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1240
$1K ﹤0.01%
10
1241
$1K ﹤0.01%
50
1242
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1243
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+35
1244
$1K ﹤0.01%
3
1245
$1K ﹤0.01%
54
1246
$1K ﹤0.01%
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1247
$1K ﹤0.01%
+16
1248
$1K ﹤0.01%
26
1249
$1K ﹤0.01%
14
1250
$1K ﹤0.01%
29
48 49
50
51 52