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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1K ﹤0.01%
50
+45
1277
– –
0
1278
$1K ﹤0.01%
59
1279
$1K ﹤0.01%
10
1280
$1K ﹤0.01%
9
1281
$1K ﹤0.01%
25
1282
$1K ﹤0.01%
500
1283
$1K ﹤0.01%
15
-351
1284
$1K ﹤0.01%
90
1285
$1K ﹤0.01%
27
+16
1286
$1K ﹤0.01%
5
1287
$1K ﹤0.01%
36
+4
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$1K ﹤0.01%
+43
1289
$1K ﹤0.01%
49
1290
$1K ﹤0.01%
42
1291
$1K ﹤0.01%
252
1292
– –
0
1293
$1K ﹤0.01%
80
1294
$1K ﹤0.01%
+12
1295
$1K ﹤0.01%
27
1296
$1K ﹤0.01%
20
1297
$1K ﹤0.01%
11
1298
$1K ﹤0.01%
104
1299
$1K ﹤0.01%
22
1300
$1K ﹤0.01%
+72
50 51
52
53 54