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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
$222M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.14M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$629K
5
VFH icon
Vanguard Financials ETF
VFH
+$327K

Top Sells

1
+$4.6M
2
+$1.35M
3
+$624K
4
GBCI icon
Glacier Bancorp
GBCI
+$505K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

1 Technology 15.82%
2 Healthcare 11.29%
3 Industrials 10.78%
4 Consumer Discretionary 9.05%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$4K ﹤0.01%
+115
1327
$4K ﹤0.01%
500
1328
$4K ﹤0.01%
224
+100
1329
$4K ﹤0.01%
+343
1330
$4K ﹤0.01%
46
1331
$4K ﹤0.01%
58
+10
1332
$4K ﹤0.01%
+66
1333
$4K ﹤0.01%
+124
1334
$4K ﹤0.01%
+64
1335
$4K ﹤0.01%
+279
1336
$4K ﹤0.01%
+79
1337
$4K ﹤0.01%
79
-188
1338
$4K ﹤0.01%
159
-20
1339
$4K ﹤0.01%
43
-4
1340
$4K ﹤0.01%
+66
1341
$4K ﹤0.01%
+11
1342
$4K ﹤0.01%
+28
1343
$4K ﹤0.01%
+26
1344
$4K ﹤0.01%
52
+34
1345
$4K ﹤0.01%
56
1346
$4K ﹤0.01%
37
+27
1347
$4K ﹤0.01%
+1,314
1348
$4K ﹤0.01%
61
+52
1349
$4K ﹤0.01%
500
1350
$4K ﹤0.01%
+56
52 53
54
55 56