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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
1401
$1K ﹤0.01%
+82
1402
$1K ﹤0.01%
31
1403
$1K ﹤0.01%
12
-3
1404
$1K ﹤0.01%
24
1405
$1K ﹤0.01%
90
1406
$1K ﹤0.01%
56
1407
$1K ﹤0.01%
+40
1408
$1K ﹤0.01%
29
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1409
$1K ﹤0.01%
+10
1410
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+12
1411
$1K ﹤0.01%
63
1412
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1413
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1414
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1415
$1K ﹤0.01%
+18
1416
$1K ﹤0.01%
300
1417
$1K ﹤0.01%
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1418
$1K ﹤0.01%
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1419
$1K ﹤0.01%
+32
1420
$1K ﹤0.01%
+9
1421
$1K ﹤0.01%
8
1422
$1K ﹤0.01%
11
1423
$1K ﹤0.01%
52
1424
$1K ﹤0.01%
24
-20
1425
$1K ﹤0.01%
41
-57
55 56
57
58 59