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
$222M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Sells

1 +$4.37M
2 +$1.31M
3 +$671K
4
GBCI icon
Glacier Bancorp
GBCI
+$492K
5
AMGN icon
Amgen
AMGN
+$426K

Sector Composition

1 Technology 15.87%
2 Healthcare 11.29%
3 Industrials 10.77%
4 Consumer Discretionary 9.05%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1K ﹤0.01%
16
-7
2027
$1K ﹤0.01%
10
2028
$1K ﹤0.01%
4
2029
$1K ﹤0.01%
31
+20
2030
$1K ﹤0.01%
212
2031
$1K ﹤0.01%
+7
2032
$1K ﹤0.01%
+15
2033
$1K ﹤0.01%
30
2034
$1K ﹤0.01%
2
2035
$1K ﹤0.01%
22
2036
$1K ﹤0.01%
6
2037
$1K ﹤0.01%
8
2038
$1K ﹤0.01%
52
2039
$1K ﹤0.01%
63
2040
$1K ﹤0.01%
+25
2041
$1K ﹤0.01%
+105
2042
$1K ﹤0.01%
+256
2043
$1K ﹤0.01%
21
2044
$1K ﹤0.01%
57
+42
2045
$1K ﹤0.01%
300
2046
$1K ﹤0.01%
+15
2047
$1K ﹤0.01%
252
2048
$1K ﹤0.01%
8
-27
2049
$1K ﹤0.01%
6
2050
$1K ﹤0.01%
21