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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
$257M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$766K
3
+$691K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$412K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$398K

Top Sells

1
+$1.43M
2
+$148K
3
+$136K
4
CVS icon
CVS Health
CVS
+$131K
5
ABBV icon
AbbVie
ABBV
+$116K

Sector Composition

1 Technology 19.54%
2 Healthcare 12.95%
3 Industrials 10.02%
4 Consumer Discretionary 8.03%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2K ﹤0.01%
37
1252
$2K ﹤0.01%
82
+20
1253
$2K ﹤0.01%
44
1254
$2K ﹤0.01%
39
1255
$2K ﹤0.01%
40
1256
$2K ﹤0.01%
18
1257
$2K ﹤0.01%
941
+366
1258
$2K ﹤0.01%
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1259
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94
-24
1260
$2K ﹤0.01%
51
1261
$2K ﹤0.01%
17
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$2K ﹤0.01%
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1263
$2K ﹤0.01%
69
1264
$1K ﹤0.01%
12
1265
$1K ﹤0.01%
29
1266
$1K ﹤0.01%
246
-307
1267
$1K ﹤0.01%
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1269
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1270
$1K ﹤0.01%
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1271
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25
1272
$1K ﹤0.01%
20
1273
$1K ﹤0.01%
19
1274
$1K ﹤0.01%
10
1275
$1K ﹤0.01%
100
49 50
51
52 53