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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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$1K ﹤0.01%
11
1302
$1K ﹤0.01%
18
1303
$1K ﹤0.01%
19
1304
$1K ﹤0.01%
34
1305
$1K ﹤0.01%
42
+3
1306
$1K ﹤0.01%
+4
1307
$1K ﹤0.01%
129
1308
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261
1309
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49
-52
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+22
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+50
1321
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28
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1322
$1K ﹤0.01%
27
1323
$1K ﹤0.01%
33
1324
$1K ﹤0.01%
+49
1325
$1K ﹤0.01%
8
51 52
53
54 55