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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
1726
$2K ﹤0.01%
+127
1727
$2K ﹤0.01%
+66
1728
$2K ﹤0.01%
+44
1729
$2K ﹤0.01%
96
1730
$2K ﹤0.01%
+35
1731
$2K ﹤0.01%
+72
1732
$2K ﹤0.01%
+27
1733
$2K ﹤0.01%
+50
1734
$2K ﹤0.01%
+91
1735
$2K ﹤0.01%
227
1736
$2K ﹤0.01%
+45
1737
$2K ﹤0.01%
+95
1738
$2K ﹤0.01%
+471
1739
$2K ﹤0.01%
300
1740
$2K ﹤0.01%
+241
1741
$2K ﹤0.01%
19
+5
1742
$2K ﹤0.01%
+63
1743
$2K ﹤0.01%
19
1744
$2K ﹤0.01%
+26
1745
$2K ﹤0.01%
+27
1746
$2K ﹤0.01%
+112
1747
$2K ﹤0.01%
22
+7
1748
$2K ﹤0.01%
+64
1749
$2K ﹤0.01%
+51
1750
$2K ﹤0.01%
42
68 69
70
71 72