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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
1301
$1K ﹤0.01%
80
+65
1302
$1K ﹤0.01%
+24
1303
$1K ﹤0.01%
+8
1304
$1K ﹤0.01%
49
1305
$1K ﹤0.01%
72
-14
1306
$1K ﹤0.01%
+5
1307
$1K ﹤0.01%
+23
1308
$1K ﹤0.01%
70
1309
$1K ﹤0.01%
62
-146
1310
$1K ﹤0.01%
+49
1311
$1K ﹤0.01%
15
1312
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+97
1313
$1K ﹤0.01%
232
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1314
$1K ﹤0.01%
483
-18
1315
$1K ﹤0.01%
79
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1316
$1K ﹤0.01%
5
1317
$1K ﹤0.01%
57
+27
1318
$1K ﹤0.01%
195
1319
$1K ﹤0.01%
72
1320
$1K ﹤0.01%
+477
1321
$1K ﹤0.01%
268
1322
$1K ﹤0.01%
5
-1
1323
$1K ﹤0.01%
21
1324
$1K ﹤0.01%
+24
1325
$1K ﹤0.01%
48
51 52
53
54 55