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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
$191M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$250K
3
+$227K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$177K
5
NAC icon
Nuveen California Quality Municipal Income Fund
NAC
+$169K

Top Sells

1
+$965K
2
+$281K
3
+$226K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$198K
5
ZION icon
Zions Bancorporation
ZION
+$184K

Sector Composition

1 Healthcare 14.54%
2 Technology 11.74%
3 Industrials 10.81%
4 Energy 10.23%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
114
1252
$1K ﹤0.01%
15
1253
$1K ﹤0.01%
+77
1254
$1K ﹤0.01%
25
1255
$1K ﹤0.01%
+65
1256
$1K ﹤0.01%
23
1257
$1K ﹤0.01%
+500
1258
$1K ﹤0.01%
15
1259
$1K ﹤0.01%
90
1260
$1K ﹤0.01%
27
1261
$1K ﹤0.01%
63
1262
$1K ﹤0.01%
55
1263
$1K ﹤0.01%
252
1264
– –
0
1265
$1K ﹤0.01%
80
1266
$1K ﹤0.01%
20
1267
$1K ﹤0.01%
115
1268
$1K ﹤0.01%
11
1269
$1K ﹤0.01%
22
1270
$1K ﹤0.01%
65
1271
$1K ﹤0.01%
27
1272
$1K ﹤0.01%
99
1273
$1K ﹤0.01%
5
1274
$1K ﹤0.01%
44
1275
$1K ﹤0.01%
336
49 50
51
52 53