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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
$205M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$319K
3
+$177K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$149K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$85.7K

Top Sells

1
+$28.1M
2
+$3.94M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
PFE icon
Pfizer
PFE
+$1.8M

Sector Composition

1 Technology 19.23%
2 Healthcare 11.78%
3 Industrials 10.15%
4 Consumer Discretionary 9.91%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$2K ﹤0.01%
6
1227
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16
1228
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94
1229
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39
1230
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93
1231
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152
-82
1232
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1235
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30
+19
1236
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1237
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1239
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1240
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1241
$2K ﹤0.01%
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1242
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1243
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1244
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48
+3
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128
1247
$2K ﹤0.01%
23
1248
$2K ﹤0.01%
97
1249
$2K ﹤0.01%
200
-50
1250
$2K ﹤0.01%
167
48 49
50
51 52