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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
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$836K
3
+$757K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$561K
5
KMB icon
Kimberly-Clark
KMB
+$329K

Top Sells

1
+$2.21M
2
+$1.03M
3
+$778K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1K ﹤0.01%
+169
1277
$1K ﹤0.01%
41
-12
1278
$1K ﹤0.01%
31
-46
1279
$1K ﹤0.01%
5
-37
1280
$1K ﹤0.01%
30
-27
1281
$1K ﹤0.01%
186
-9
1282
$1K ﹤0.01%
+32
1283
$1K ﹤0.01%
72
1284
$1K ﹤0.01%
111
1285
$1K ﹤0.01%
70
+43
1286
$1K ﹤0.01%
+66
1287
$1K ﹤0.01%
4
-154
1288
$1K ﹤0.01%
142
1289
$1K ﹤0.01%
+55
1290
$1K ﹤0.01%
20
1291
$1K ﹤0.01%
+69
1292
$1K ﹤0.01%
+55
1293
$1K ﹤0.01%
+204
1294
$1K ﹤0.01%
59
1295
$1K ﹤0.01%
+198
1296
$1K ﹤0.01%
43
+11
1297
$1K ﹤0.01%
22
-118
1298
$1K ﹤0.01%
504
+110
1299
$1K ﹤0.01%
15
-527
1300
$1K ﹤0.01%
155
+26
50 51
52
53 54