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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
1426
$4K ﹤0.01%
7
+6
1427
$4K ﹤0.01%
5
1428
$4K ﹤0.01%
28
+20
1429
$4K ﹤0.01%
144
+29
1430
$4K ﹤0.01%
+141
1431
$4K ﹤0.01%
+145
1432
$4K ﹤0.01%
117
+52
1433
$4K ﹤0.01%
944
-438
1434
$4K ﹤0.01%
147
1435
$4K ﹤0.01%
130
+122
1436
$4K ﹤0.01%
+118
1437
$4K ﹤0.01%
285
+218
1438
$4K ﹤0.01%
73
1439
$4K ﹤0.01%
97
+47
1440
$4K ﹤0.01%
+20
1441
$4K ﹤0.01%
+57
1442
$4K ﹤0.01%
+112
1443
$4K ﹤0.01%
509
1444
$4K ﹤0.01%
+785
1445
$4K ﹤0.01%
+41
1446
$4K ﹤0.01%
+85
1447
$4K ﹤0.01%
24
+14
1448
$4K ﹤0.01%
300
+216
1449
$4K ﹤0.01%
56
+29
1450
$4K ﹤0.01%
171
-6,640
56 57
58
59 60