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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
$222M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.14M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$629K
5
VFH icon
Vanguard Financials ETF
VFH
+$327K

Top Sells

1
+$4.6M
2
+$1.35M
3
+$624K
4
GBCI icon
Glacier Bancorp
GBCI
+$505K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

1 Technology 15.82%
2 Healthcare 11.29%
3 Industrials 10.78%
4 Consumer Discretionary 9.05%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$5K ﹤0.01%
85
+65
1252
$5K ﹤0.01%
90
+21
1253
$5K ﹤0.01%
101
1254
$5K ﹤0.01%
+119
1255
$5K ﹤0.01%
+129
1256
$5K ﹤0.01%
14
+8
1257
$5K ﹤0.01%
178
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1258
$5K ﹤0.01%
108
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1259
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139
+21
1260
$5K ﹤0.01%
498
-491
1261
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150
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1262
$5K ﹤0.01%
282
+105
1263
$5K ﹤0.01%
75
1264
$5K ﹤0.01%
190
1265
$5K ﹤0.01%
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1266
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1267
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1268
$5K ﹤0.01%
299
+99
1269
$5K ﹤0.01%
284
+199
1270
$5K ﹤0.01%
78
+40
1271
$5K ﹤0.01%
59
+24
1272
$5K ﹤0.01%
+173
1273
$5K ﹤0.01%
41
+19
1274
$5K ﹤0.01%
504
+176
1275
$5K ﹤0.01%
40
+29
49 50
51
52 53