TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$3K ﹤0.01%
349
1752
$3K ﹤0.01%
127
1753
$3K ﹤0.01%
280
1754
$3K ﹤0.01%
+232
1755
$3K ﹤0.01%
431
1756
$3K ﹤0.01%
+2,104
1757
$3K ﹤0.01%
95
1758
$3K ﹤0.01%
35
+21
1759
$3K ﹤0.01%
225
1760
$3K ﹤0.01%
17
-6
1761
$3K ﹤0.01%
117
+71
1762
$3K ﹤0.01%
+186
1763
$3K ﹤0.01%
296
+9
1764
$3K ﹤0.01%
258
+6
1765
$3K ﹤0.01%
42
+6
1766
$3K ﹤0.01%
+156
1767
$3K ﹤0.01%
36
1768
$3K ﹤0.01%
+135
1769
$3K ﹤0.01%
+20
1770
$3K ﹤0.01%
739
+106
1771
$3K ﹤0.01%
94
1772
$3K ﹤0.01%
39
+5
1773
$3K ﹤0.01%
19
+16
1774
$3K ﹤0.01%
+93
1775
$3K ﹤0.01%
100