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
2076
$1K ﹤0.01%
+127
2077
$1K ﹤0.01%
1
2078
$1K ﹤0.01%
77
2079
$1K ﹤0.01%
100
2080
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20
+3
2081
$1K ﹤0.01%
172
2082
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6
2083
$1K ﹤0.01%
60
2084
$1K ﹤0.01%
18
2085
$1K ﹤0.01%
21
2086
$1K ﹤0.01%
19
2087
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16
2088
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+30
2089
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+12
2090
$1K ﹤0.01%
50
+20
2091
$1K ﹤0.01%
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2092
$1K ﹤0.01%
+1
2093
$1K ﹤0.01%
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2094
$1K ﹤0.01%
4
2095
$1K ﹤0.01%
20
2096
$1K ﹤0.01%
74
2097
$1K ﹤0.01%
12
2098
$1K ﹤0.01%
70
2099
$1K ﹤0.01%
+61
2100
$1K ﹤0.01%
6