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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
1626
$2K ﹤0.01%
+51
1627
$2K ﹤0.01%
+129
1628
$2K ﹤0.01%
+9
1629
$2K ﹤0.01%
400
1630
– –
0
1631
$2K ﹤0.01%
+54
1632
$2K ﹤0.01%
+113
1633
$2K ﹤0.01%
+18
1634
$2K ﹤0.01%
+56
1635
$2K ﹤0.01%
+14
1636
$2K ﹤0.01%
+96
1637
$2K ﹤0.01%
+35
1638
$2K ﹤0.01%
130
+125
1639
$2K ﹤0.01%
+14
1640
$2K ﹤0.01%
+42
1641
$2K ﹤0.01%
+94
1642
$2K ﹤0.01%
+98
1643
$2K ﹤0.01%
44
+14
1644
$2K ﹤0.01%
+46
1645
$2K ﹤0.01%
+33
1646
$2K ﹤0.01%
225
-289
1647
$2K ﹤0.01%
+68
1648
$2K ﹤0.01%
+117
1649
$2K ﹤0.01%
+76
1650
$2K ﹤0.01%
+145
64 65
66
67 68