We are live on ! Find out more
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
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$7.02M
3
+$6.16M
4
IBM icon
IBM
IBM
+$5.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.23M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.6%
2 Technology 13.39%
3 Energy 12.63%
4 Industrials 8.71%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
+39
527
$3K ﹤0.01%
+51
528
$3K ﹤0.01%
+154
529
$3K ﹤0.01%
+155
530
$3K ﹤0.01%
+140
531
$3K ﹤0.01%
+160
532
$3K ﹤0.01%
+89
533
$3K ﹤0.01%
+119
534
$3K ﹤0.01%
+63
535
$3K ﹤0.01%
+100
536
$3K ﹤0.01%
+33
537
$3K ﹤0.01%
+147
538
$3K ﹤0.01%
+79
539
$3K ﹤0.01%
+43
540
$3K ﹤0.01%
+78
541
$3K ﹤0.01%
+42
542
$3K ﹤0.01%
+125
543
$3K ﹤0.01%
+167
544
$3K ﹤0.01%
+76
545
$3K ﹤0.01%
+47
546
$3K ﹤0.01%
+10
547
$3K ﹤0.01%
+171
548
$3K ﹤0.01%
+18
549
$3K ﹤0.01%
+95
550
$3K ﹤0.01%
+90
20 21
22
23 24