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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
$257M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$766K
3
+$691K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$412K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$398K

Top Sells

1
+$1.43M
2
+$148K
3
+$136K
4
CVS icon
CVS Health
CVS
+$131K
5
ABBV icon
AbbVie
ABBV
+$116K

Sector Composition

1 Technology 19.54%
2 Healthcare 12.95%
3 Industrials 10.02%
4 Consumer Discretionary 8.03%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$1K ﹤0.01%
224
1502
$1K ﹤0.01%
+25
1503
$1K ﹤0.01%
77
1504
$1K ﹤0.01%
64
1505
$1K ﹤0.01%
11
1506
$1K ﹤0.01%
94
1507
$1K ﹤0.01%
+108
1508
$1K ﹤0.01%
+266
1509
$1K ﹤0.01%
54
1510
$0 ﹤0.01%
477
1511
$0 ﹤0.01%
36
1512
$0 ﹤0.01%
1,000
1513
– –
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1514
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1515
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1516
$0 ﹤0.01%
27
1517
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1518
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-39
1519
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-96
1520
$0 ﹤0.01%
+25
1521
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1523
$0 ﹤0.01%
8
1524
– –
-19
1525
– –
-231
59 60
61
62 63