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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
1426
$1K ﹤0.01%
153
1427
$1K ﹤0.01%
26
1428
$1K ﹤0.01%
+186
1429
$1K ﹤0.01%
207
-192
1430
$1K ﹤0.01%
+42
1431
$1K ﹤0.01%
+7
1432
$1K ﹤0.01%
38
1433
$1K ﹤0.01%
+54
1434
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+61
1435
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26
1436
$1K ﹤0.01%
51
1437
$1K ﹤0.01%
35
1438
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40
1439
$1K ﹤0.01%
+33
1440
$1K ﹤0.01%
6
1441
$1K ﹤0.01%
123
+53
1442
$1K ﹤0.01%
21
1443
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18
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19
-10
1445
$1K ﹤0.01%
34
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$1K ﹤0.01%
45
+6
1447
$1K ﹤0.01%
3
1448
$1K ﹤0.01%
+373
1449
$1K ﹤0.01%
+27
1450
$1K ﹤0.01%
79
+47
56 57
58
59 60