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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
1276
– –
0
1277
$1K ﹤0.01%
28
1278
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54
1279
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129
1280
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261
1281
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17
1282
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23
1283
$1K ﹤0.01%
50
1284
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1285
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50
1286
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50
1287
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1288
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1289
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1290
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1291
$1K ﹤0.01%
14
1292
$1K ﹤0.01%
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1293
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1294
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1295
$1K ﹤0.01%
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1296
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76
1297
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1298
$1K ﹤0.01%
10
1299
$1K ﹤0.01%
50
1300
$1K ﹤0.01%
3
50 51
52
53 54