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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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
+30
1227
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6
1228
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+7
1229
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29
1230
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17
1231
$1K ﹤0.01%
27
-20
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76
1233
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1234
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1235
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30
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$1K ﹤0.01%
50
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1239
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1240
$1K ﹤0.01%
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$1K ﹤0.01%
179
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1242
$1K ﹤0.01%
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$1K ﹤0.01%
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1245
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1246
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82
1247
$1K ﹤0.01%
35
-29
1248
$1K ﹤0.01%
7
1249
$1K ﹤0.01%
+194
1250
$1K ﹤0.01%
49
-16
48 49
50
51 52