TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$669K
3 +$642K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$474K
5
KMB icon
Kimberly-Clark
KMB
+$304K

Top Sells

1 +$2.04M
2 +$835K
3 +$635K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$348K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
-98
1877
$0 ﹤0.01%
18
1878
-892
1879
-108
1880
-188
1881
$0 ﹤0.01%
+27
1882
$0 ﹤0.01%
9
-48
1883
-1,224
1884
-266
1885
$0 ﹤0.01%
54