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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
1326
$1K ﹤0.01%
+14
1327
$1K ﹤0.01%
45
1328
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60
1329
$1K ﹤0.01%
10
1330
$1K ﹤0.01%
94
1331
$0 ﹤0.01%
1
1332
– –
-50
1333
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-27
1334
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-125
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$0 ﹤0.01%
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1338
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36
1339
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1345
$0 ﹤0.01%
8
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$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
45
1350
$0 ﹤0.01%
5
52 53
54
55 56