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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1K ﹤0.01%
19
1277
$1K ﹤0.01%
145
1278
$1K ﹤0.01%
8
1279
$1K ﹤0.01%
267
1280
$1K ﹤0.01%
24
1281
$1K ﹤0.01%
+24
1282
$1K ﹤0.01%
126
+50
1283
$1K ﹤0.01%
15
1284
$1K ﹤0.01%
37
1285
$1K ﹤0.01%
22
1286
$1K ﹤0.01%
333
+215
1287
$1K ﹤0.01%
27
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$1K ﹤0.01%
37
+6
1289
$1K ﹤0.01%
+30
1290
$1K ﹤0.01%
34
1291
$1K ﹤0.01%
+10
1292
$1K ﹤0.01%
465
1293
$1K ﹤0.01%
81
+23
1294
$1K ﹤0.01%
+198
1295
$1K ﹤0.01%
49
-6
1296
$1K ﹤0.01%
+51
1297
$1K ﹤0.01%
+29
1298
$1K ﹤0.01%
+158
1299
$1K ﹤0.01%
+18
1300
$1K ﹤0.01%
59
50 51
52
53 54