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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
1451
$1K ﹤0.01%
26
1452
$1K ﹤0.01%
17
1453
$1K ﹤0.01%
50
1454
$1K ﹤0.01%
11
+2
1455
$1K ﹤0.01%
+8
1456
$1K ﹤0.01%
111
-10
1457
$1K ﹤0.01%
27
1458
$1K ﹤0.01%
11
1459
$1K ﹤0.01%
+12
1460
$1K ﹤0.01%
27
1461
$1K ﹤0.01%
+62
1462
$1K ﹤0.01%
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$1K ﹤0.01%
+10
1464
$1K ﹤0.01%
26
1465
$1K ﹤0.01%
11
1466
$1K ﹤0.01%
205
1467
$1K ﹤0.01%
39
1468
$1K ﹤0.01%
68
1469
$1K ﹤0.01%
40
+25
1470
$1K ﹤0.01%
96
-78
1471
$1K ﹤0.01%
18
1472
$1K ﹤0.01%
+157
1473
$1K ﹤0.01%
27
-13
1474
– –
-354
1475
– –
-49
57 58
59
60 61