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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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
+22
1252
$1K ﹤0.01%
+41
1253
– –
0
1254
$1K ﹤0.01%
+17
1255
$1K ﹤0.01%
+41
1256
$1K ﹤0.01%
13
-89
1257
$1K ﹤0.01%
45
1258
$1K ﹤0.01%
+140
1259
$1K ﹤0.01%
+60
1260
$1K ﹤0.01%
+58
1261
$1K ﹤0.01%
+25
1262
$1K ﹤0.01%
+217
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+50
1264
$1K ﹤0.01%
+18
1265
$1K ﹤0.01%
3
-2
1266
$1K ﹤0.01%
12
1267
$1K ﹤0.01%
+42
1268
$1K ﹤0.01%
+13
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$1K ﹤0.01%
+3
1270
$1K ﹤0.01%
26
1271
$1K ﹤0.01%
14
-89
1272
$1K ﹤0.01%
+29
1273
$1K ﹤0.01%
22
1274
$1K ﹤0.01%
+280
1275
$1K ﹤0.01%
28
-34
49 50
51
52 53