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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
1251
$2K ﹤0.01%
17
+8
1252
$2K ﹤0.01%
39
1253
$2K ﹤0.01%
18
1254
$2K ﹤0.01%
131
1255
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26
1256
$2K ﹤0.01%
48
1257
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24
1258
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83
1259
$2K ﹤0.01%
20
-5
1260
$2K ﹤0.01%
71
1261
$2K ﹤0.01%
400
-100
1262
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1263
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10
1264
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400
+100
1265
$2K ﹤0.01%
73
1266
$2K ﹤0.01%
10
1267
$2K ﹤0.01%
6
1268
$2K ﹤0.01%
1,300
+500
1269
$2K ﹤0.01%
30
-4
1270
$2K ﹤0.01%
9
1271
$2K ﹤0.01%
65
1272
$2K ﹤0.01%
15
1273
$2K ﹤0.01%
100
1274
$2K ﹤0.01%
63
-347
1275
$2K ﹤0.01%
290
49 50
51
52 53