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
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$5K ﹤0.01%
715
1427
$5K ﹤0.01%
58
+1
1428
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+179
1429
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230
1430
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+485
1431
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193
+10
1432
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168
+1
1433
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603
1434
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610
1435
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453
1436
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49
+6
1437
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487
1438
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126
+24
1439
$5K ﹤0.01%
9
-6
1440
$5K ﹤0.01%
598
1441
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1442
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1443
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1444
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124
+107
1445
$5K ﹤0.01%
60
+2
1446
$5K ﹤0.01%
79
+3
1447
$5K ﹤0.01%
9
1448
$5K ﹤0.01%
304
+7
1449
$5K ﹤0.01%
52
+6
1450
$5K ﹤0.01%
70
+2