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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
$192M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$247K
3
+$227K
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$159K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120K

Top Sells

1
+$452K
2
+$326K
3
+$302K
4
WMB icon
Williams Companies
WMB
+$272K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$228K

Sector Composition

1 Healthcare 15.1%
2 Technology 13.33%
3 Industrials 11.17%
4 Energy 8.89%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
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1452
$0 ﹤0.01%
16
1453
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1454
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80
1455
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– –
-791
1457
$0 ﹤0.01%
15
1458
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-500
1459
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-1,679
1460
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-760
1461
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1462
$0 ﹤0.01%
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1463
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1464
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-336
1465
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-9,472
1466
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1469
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-850
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1471
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-11,494
1472
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1473
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1474
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1475
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-1,545
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