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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
1876
$2K ﹤0.01%
121
1877
$2K ﹤0.01%
+38
1878
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+64
1879
$2K ﹤0.01%
+27
1880
$2K ﹤0.01%
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1881
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+81
1882
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+101
1883
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+54
1884
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+87
1885
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58
+31
1886
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1887
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1888
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+48
1889
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+33
1890
$2K ﹤0.01%
166
1891
$2K ﹤0.01%
+49
1892
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+78
1893
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239
+214
1894
$2K ﹤0.01%
+239
1895
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1896
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19
1897
$2K ﹤0.01%
+33
1898
$2K ﹤0.01%
30
-19
1899
$2K ﹤0.01%
+8
1900
$2K ﹤0.01%
+22
74 75
76
77 78