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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
2076
$1K ﹤0.01%
100
2077
$1K ﹤0.01%
20
+3
2078
$1K ﹤0.01%
172
2079
$1K ﹤0.01%
6
2080
$1K ﹤0.01%
60
2081
$1K ﹤0.01%
18
2082
$1K ﹤0.01%
21
2083
$1K ﹤0.01%
19
2084
$1K ﹤0.01%
16
2085
$1K ﹤0.01%
+30
2086
$1K ﹤0.01%
+12
2087
$1K ﹤0.01%
50
+20
2088
$1K ﹤0.01%
18
2089
$1K ﹤0.01%
+1
2090
$1K ﹤0.01%
58
2091
$1K ﹤0.01%
4
2092
$1K ﹤0.01%
20
2093
$1K ﹤0.01%
74
2094
$1K ﹤0.01%
12
2095
$1K ﹤0.01%
70
2096
$1K ﹤0.01%
+61
2097
$1K ﹤0.01%
36
2098
$1K ﹤0.01%
53
2099
$1K ﹤0.01%
2
2100
$1K ﹤0.01%
135
82 83
84
85 86