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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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$1K ﹤0.01%
+108
1302
$1K ﹤0.01%
63
1303
$1K ﹤0.01%
41
1304
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15
1305
$1K ﹤0.01%
8
1306
$1K ﹤0.01%
+301
1307
$1K ﹤0.01%
33
1308
$1K ﹤0.01%
200
1309
$1K ﹤0.01%
22
1310
$1K ﹤0.01%
100
+33
1311
$1K ﹤0.01%
4
1312
$1K ﹤0.01%
6
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$1K ﹤0.01%
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-43
1314
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+12
1315
$1K ﹤0.01%
25
1316
$1K ﹤0.01%
+15
1317
$1K ﹤0.01%
76
+9
1318
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1319
$1K ﹤0.01%
3
1320
$1K ﹤0.01%
44
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1321
$1K ﹤0.01%
8
-3
1322
$1K ﹤0.01%
14
1323
$1K ﹤0.01%
10
1324
$1K ﹤0.01%
28
1325
$1K ﹤0.01%
15
-14
51 52
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54 55