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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
1576
$3K ﹤0.01%
272
+150
1577
$3K ﹤0.01%
+144
1578
$3K ﹤0.01%
79
+53
1579
$3K ﹤0.01%
91
1580
$3K ﹤0.01%
+21
1581
$3K ﹤0.01%
28
1582
$3K ﹤0.01%
+31
1583
$3K ﹤0.01%
49
1584
$3K ﹤0.01%
39
1585
$3K ﹤0.01%
+59
1586
$3K ﹤0.01%
+14
1587
$3K ﹤0.01%
+61
1588
$3K ﹤0.01%
82
+55
1589
$3K ﹤0.01%
+48
1590
$3K ﹤0.01%
+130
1591
$3K ﹤0.01%
+87
1592
$3K ﹤0.01%
256
1593
$3K ﹤0.01%
+56
1594
$3K ﹤0.01%
80
1595
$3K ﹤0.01%
+217
1596
$3K ﹤0.01%
+73
1597
$3K ﹤0.01%
+64
1598
$3K ﹤0.01%
+103
1599
$3K ﹤0.01%
+41
1600
$3K ﹤0.01%
6
62 63
64
65 66