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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
1826
$2K ﹤0.01%
+31
1827
$2K ﹤0.01%
+158
1828
$2K ﹤0.01%
+50
1829
$2K ﹤0.01%
+40
1830
$2K ﹤0.01%
+69
1831
$2K ﹤0.01%
+49
1832
$2K ﹤0.01%
+50
1833
$2K ﹤0.01%
+40
1834
$2K ﹤0.01%
+76
1835
$2K ﹤0.01%
253
1836
$2K ﹤0.01%
+63
1837
$2K ﹤0.01%
149
-9,851
1838
$2K ﹤0.01%
16
1839
$2K ﹤0.01%
94
1840
$2K ﹤0.01%
+20
1841
$2K ﹤0.01%
+37
1842
$2K ﹤0.01%
+236
1843
$2K ﹤0.01%
48
+18
1844
$2K ﹤0.01%
+47
1845
$2K ﹤0.01%
22
1846
$2K ﹤0.01%
+37
1847
$2K ﹤0.01%
28
1848
$2K ﹤0.01%
53
1849
$2K ﹤0.01%
+146
1850
$2K ﹤0.01%
52
72 73
74
75 76