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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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1K ﹤0.01%
8
1377
$1K ﹤0.01%
114
1378
$1K ﹤0.01%
28
1379
$1K ﹤0.01%
15
1380
$1K ﹤0.01%
+58
1381
$1K ﹤0.01%
93
1382
$1K ﹤0.01%
104
1383
$1K ﹤0.01%
8
1384
$1K ﹤0.01%
+40
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$1K ﹤0.01%
75
1386
$1K ﹤0.01%
+67
1387
$1K ﹤0.01%
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1388
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14
1390
$1K ﹤0.01%
27
+16
1391
$1K ﹤0.01%
+17
1392
$1K ﹤0.01%
15
+9
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$1K ﹤0.01%
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10
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$1K ﹤0.01%
30
1396
$1K ﹤0.01%
+6
1397
$1K ﹤0.01%
+77
1398
$1K ﹤0.01%
3
1399
$1K ﹤0.01%
9
1400
$1K ﹤0.01%
196
54 55
56
57 58