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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
1376
$1K ﹤0.01%
60
-1,115
1377
$1K ﹤0.01%
+36
1378
$1K ﹤0.01%
16
1379
$1K ﹤0.01%
13
-3
1380
$1K ﹤0.01%
25
1381
$1K ﹤0.01%
18
+15
1382
$1K ﹤0.01%
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1383
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16
-59
1384
$1K ﹤0.01%
30
+24
1385
$1K ﹤0.01%
186
-253
1386
$1K ﹤0.01%
8
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1387
$1K ﹤0.01%
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1388
$1K ﹤0.01%
46
-4
1389
$1K ﹤0.01%
11
1390
$1K ﹤0.01%
+8
1391
$1K ﹤0.01%
6
-8
1392
$1K ﹤0.01%
75
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1393
$1K ﹤0.01%
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1394
$1K ﹤0.01%
82
-165
1395
$1K ﹤0.01%
63
-157
1396
$1K ﹤0.01%
92
1397
$1K ﹤0.01%
17
-41
1398
$1K ﹤0.01%
205
1399
$1K ﹤0.01%
+21
1400
$1K ﹤0.01%
53
54 55
56
57 58