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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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$1K ﹤0.01%
17
1327
$1K ﹤0.01%
23
1328
$1K ﹤0.01%
66
1329
$1K ﹤0.01%
27
1330
$1K ﹤0.01%
+8
1331
$1K ﹤0.01%
26
1332
$1K ﹤0.01%
+1,000
1333
$1K ﹤0.01%
50
1334
$1K ﹤0.01%
67
1335
$1K ﹤0.01%
50
1336
$1K ﹤0.01%
+50
1337
$1K ﹤0.01%
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1338
$1K ﹤0.01%
9
1339
$1K ﹤0.01%
68
1340
– –
0
1341
$1K ﹤0.01%
27
1342
$1K ﹤0.01%
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1343
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1344
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1345
$1K ﹤0.01%
14
1346
$1K ﹤0.01%
21
1347
$1K ﹤0.01%
+60
1348
$1K ﹤0.01%
29
1349
$1K ﹤0.01%
22
1350
$1K ﹤0.01%
37
52 53
54
55 56