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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
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$836K
3
+$757K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$561K
5
KMB icon
Kimberly-Clark
KMB
+$329K

Top Sells

1
+$2.21M
2
+$1.03M
3
+$778K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
+58
1227
$1K ﹤0.01%
8
-2
1228
$1K ﹤0.01%
+36
1229
$1K ﹤0.01%
42
-14
1230
$1K ﹤0.01%
30
1231
$1K ﹤0.01%
53
1232
$1K ﹤0.01%
+29
1233
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73
1234
$1K ﹤0.01%
52
-38
1235
$1K ﹤0.01%
12
-2
1236
$1K ﹤0.01%
84
-371
1237
$1K ﹤0.01%
32
-94
1238
$1K ﹤0.01%
44
-769
1239
– –
0
1240
$1K ﹤0.01%
133
-103
1241
$1K ﹤0.01%
54
1242
$1K ﹤0.01%
36
1243
$1K ﹤0.01%
6
1244
$1K ﹤0.01%
4
-6
1245
$1K ﹤0.01%
+34
1246
$1K ﹤0.01%
190
1247
$1K ﹤0.01%
118
+64
1248
$1K ﹤0.01%
+87
1249
$1K ﹤0.01%
+650
1250
$1K ﹤0.01%
12
-11
48 49
50
51 52