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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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
115
1227
$1K ﹤0.01%
300
1228
$1K ﹤0.01%
1
1229
$1K ﹤0.01%
34
1230
$1K ﹤0.01%
73
1231
$1K ﹤0.01%
5
1232
$1K ﹤0.01%
+21
1233
$1K ﹤0.01%
39
1234
$1K ﹤0.01%
10
1235
$1K ﹤0.01%
27
-13
1236
$1K ﹤0.01%
27
1237
$1K ﹤0.01%
13
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$1K ﹤0.01%
28
1239
$1K ﹤0.01%
15
1240
$1K ﹤0.01%
104
1241
$1K ﹤0.01%
48
1242
$1K ﹤0.01%
34
1243
$1K ﹤0.01%
35
1244
$1K ﹤0.01%
+30
1245
$1K ﹤0.01%
46
1246
$1K ﹤0.01%
+100
1247
$1K ﹤0.01%
38
1248
$1K ﹤0.01%
33
1249
$1K ﹤0.01%
37
-59
1250
$1K ﹤0.01%
44
48 49
50
51 52