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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
1301
$1K ﹤0.01%
7
-339
1302
$1K ﹤0.01%
690
1303
$1K ﹤0.01%
31
+17
1304
$1K ﹤0.01%
+98
1305
$1K ﹤0.01%
21
1306
$1K ﹤0.01%
223
+11
1307
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15
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$1K ﹤0.01%
+160
1309
$1K ﹤0.01%
28
-289
1310
$1K ﹤0.01%
+16
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$1K ﹤0.01%
134
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$1K ﹤0.01%
+64
1314
$1K ﹤0.01%
+12
1315
$1K ﹤0.01%
175
1316
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52
1317
$1K ﹤0.01%
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1318
$1K ﹤0.01%
41
1319
$1K ﹤0.01%
15
+10
1320
$1K ﹤0.01%
+76
1321
$1K ﹤0.01%
200
1322
$1K ﹤0.01%
12
-5
1323
$1K ﹤0.01%
22
-5
1324
$1K ﹤0.01%
4
1325
$1K ﹤0.01%
+22
51 52
53
54 55