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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
$257M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$766K
3
+$691K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$412K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$398K

Top Sells

1
+$1.43M
2
+$148K
3
+$136K
4
CVS icon
CVS Health
CVS
+$131K
5
ABBV icon
AbbVie
ABBV
+$116K

Sector Composition

1 Technology 19.54%
2 Healthcare 12.95%
3 Industrials 10.02%
4 Consumer Discretionary 8.03%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$2K ﹤0.01%
49
1227
$2K ﹤0.01%
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1228
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+39
1229
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20
1230
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22
1231
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28
1232
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44
1234
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1236
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17
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1239
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28
1240
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53
1241
$2K ﹤0.01%
52
1242
$2K ﹤0.01%
279
1243
$2K ﹤0.01%
51
1244
$2K ﹤0.01%
87
+6
1245
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+30
1246
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58
1247
$2K ﹤0.01%
36
1248
$2K ﹤0.01%
+25
1249
$2K ﹤0.01%
93
1250
$2K ﹤0.01%
13
48 49
50
51 52