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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
1401
$4K ﹤0.01%
80
1402
$4K ﹤0.01%
+82
1403
$4K ﹤0.01%
215
+87
1404
$4K ﹤0.01%
+107
1405
$4K ﹤0.01%
46
+23
1406
$4K ﹤0.01%
170
+73
1407
$4K ﹤0.01%
+159
1408
$4K ﹤0.01%
20
+17
1409
$4K ﹤0.01%
+10
1410
$4K ﹤0.01%
+99
1411
$4K ﹤0.01%
48
+30
1412
$4K ﹤0.01%
54
+44
1413
$4K ﹤0.01%
+60
1414
$4K ﹤0.01%
304
+173
1415
$4K ﹤0.01%
41
+21
1416
$4K ﹤0.01%
36
1417
$4K ﹤0.01%
74
-9
1418
$4K ﹤0.01%
135
1419
$4K ﹤0.01%
134
+90
1420
$4K ﹤0.01%
67
1421
$4K ﹤0.01%
+44
1422
$4K ﹤0.01%
100
1423
$4K ﹤0.01%
109
1424
$4K ﹤0.01%
+101
1425
– –
0
55 56
57
58 59