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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
1851
$2K ﹤0.01%
+102
1852
$2K ﹤0.01%
+31
1853
$2K ﹤0.01%
+30
1854
$2K ﹤0.01%
+144
1855
$2K ﹤0.01%
+112
1856
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+83
1857
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+92
1858
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200
1859
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+23
1860
$2K ﹤0.01%
+38
1861
$2K ﹤0.01%
39
1862
$2K ﹤0.01%
+40
1863
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39
1864
$2K ﹤0.01%
18
1865
$2K ﹤0.01%
+69
1866
$2K ﹤0.01%
26
1867
$2K ﹤0.01%
+30
1868
$2K ﹤0.01%
+72
1869
$2K ﹤0.01%
+361
1870
$2K ﹤0.01%
+132
1871
$2K ﹤0.01%
+91
1872
$2K ﹤0.01%
+73
1873
$2K ﹤0.01%
44
1874
$2K ﹤0.01%
+58
1875
$2K ﹤0.01%
41
73 74
75
76 77