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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
1326
$1K ﹤0.01%
26
1327
$1K ﹤0.01%
14
+12
1328
$1K ﹤0.01%
63
1329
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23
-24
1330
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1331
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93
1332
$1K ﹤0.01%
+62
1333
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1334
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3
1335
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1336
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$1K ﹤0.01%
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1340
$1K ﹤0.01%
20
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$1K ﹤0.01%
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1342
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$1K ﹤0.01%
20
1344
$1K ﹤0.01%
+212
1345
$1K ﹤0.01%
8
+4
1346
$1K ﹤0.01%
10
1347
$1K ﹤0.01%
330
-174
1348
$1K ﹤0.01%
+30
1349
$1K ﹤0.01%
9
-6
1350
$1K ﹤0.01%
+8
52 53
54
55 56