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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
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$836K
3
+$757K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$561K
5
KMB icon
Kimberly-Clark
KMB
+$329K

Top Sells

1
+$2.21M
2
+$1.03M
3
+$778K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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-1
1527
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1528
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1529
$0 ﹤0.01%
50
-57
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-3,000
1531
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-19
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$0 ﹤0.01%
25
1533
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1534
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1535
$0 ﹤0.01%
1
1536
$0 ﹤0.01%
10
1537
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1538
$0 ﹤0.01%
6
1539
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-3,750
1540
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$0 ﹤0.01%
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1542
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1543
$0 ﹤0.01%
10
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1544
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1545
$0 ﹤0.01%
4
-324
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-500
1547
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-87
1548
$0 ﹤0.01%
20
-1,853
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$0 ﹤0.01%
4
1550
– –
-396
60 61
62
63 64