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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
1976
$2K ﹤0.01%
+136
1977
$2K ﹤0.01%
+480
1978
$2K ﹤0.01%
+47
1979
$2K ﹤0.01%
+96
1980
$2K ﹤0.01%
+128
1981
$2K ﹤0.01%
+214
1982
$2K ﹤0.01%
23
1983
$2K ﹤0.01%
+91
1984
$2K ﹤0.01%
+63
1985
$2K ﹤0.01%
17
1986
$2K ﹤0.01%
23
-9
1987
$2K ﹤0.01%
285
-98
1988
$2K ﹤0.01%
+51
1989
$2K ﹤0.01%
+148
1990
$2K ﹤0.01%
237
+173
1991
– –
0
1992
$2K ﹤0.01%
+59
1993
$2K ﹤0.01%
17
+4
1994
$2K ﹤0.01%
+87
1995
$2K ﹤0.01%
+106
1996
$2K ﹤0.01%
20
1997
$2K ﹤0.01%
+39
1998
$2K ﹤0.01%
+65
1999
$1K ﹤0.01%
6
2000
$1K ﹤0.01%
8
78 79
80
81 82