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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
1451
$4K ﹤0.01%
77
-30
1452
$4K ﹤0.01%
78
+48
1453
$4K ﹤0.01%
225
1454
$3K ﹤0.01%
12
1455
$3K ﹤0.01%
78
1456
$3K ﹤0.01%
+85
1457
$3K ﹤0.01%
76
+40
1458
$3K ﹤0.01%
+60
1459
$3K ﹤0.01%
+18
1460
$3K ﹤0.01%
92
+48
1461
$3K ﹤0.01%
1,200
-100
1462
$3K ﹤0.01%
+98
1463
$3K ﹤0.01%
+263
1464
$3K ﹤0.01%
290
1465
$3K ﹤0.01%
65
+50
1466
$3K ﹤0.01%
+32
1467
$3K ﹤0.01%
+60
1468
$3K ﹤0.01%
+276
1469
$3K ﹤0.01%
+344
1470
$3K ﹤0.01%
+54
1471
$3K ﹤0.01%
5
1472
$3K ﹤0.01%
238
+229
1473
$3K ﹤0.01%
+43
1474
$3K ﹤0.01%
53
+32
1475
$3K ﹤0.01%
408
57 58
59
60 61