TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1 +$302K
2 +$240K
3 +$221K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$184K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$169K

Top Sells

1 +$949K
2 +$275K
3 +$228K
4
MPLX icon
MPLX
MPLX
+$221K
5
ZION icon
Zions Bancorporation
ZION
+$215K

Sector Composition

1 Healthcare 14.54%
2 Technology 11.74%
3 Industrials 10.81%
4 Energy 10.23%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
-7
1527
-18
1528
$0 ﹤0.01%
5
1529
$0 ﹤0.01%
3
1530
-40
1531
-17
1532
-90
1533
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1534
-20
1535
$0 ﹤0.01%
9
1536
-139
1537
-1,627
1538
0
1539
$0 ﹤0.01%
337
-78
1540
-7