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
$225M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,699
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$638K
3
+$507K
4
AMZN icon
Amazon
AMZN
+$427K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$413K

Top Sells

1
+$519K
2
+$247K
3
+$236K
4
AAPL icon
Apple
AAPL
+$209K
5
CMCSA icon
Comcast
CMCSA
+$192K

Sector Composition

1 Technology 14.87%
2 Healthcare 12.66%
3 Industrials 11.97%
4 Consumer Discretionary 7.94%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$11K ﹤0.01%
800
-200
627
$11K ﹤0.01%
170
628
$11K ﹤0.01%
221
+57
629
$11K ﹤0.01%
231
+56
630
$11K ﹤0.01%
163
-22
631
$11K ﹤0.01%
507
632
$11K ﹤0.01%
186
633
$10K ﹤0.01%
219
634
$10K ﹤0.01%
109
635
$10K ﹤0.01%
500
636
$10K ﹤0.01%
202
+145
637
$10K ﹤0.01%
192
638
$10K ﹤0.01%
900
-1,488
639
$10K ﹤0.01%
145
-5
640
$10K ﹤0.01%
400
641
$10K ﹤0.01%
151
642
$10K ﹤0.01%
254
+3
643
$10K ﹤0.01%
388
644
$10K ﹤0.01%
193
+83
645
$10K ﹤0.01%
130
+41
646
$10K ﹤0.01%
180
-60
647
$9K ﹤0.01%
345
648
$9K ﹤0.01%
756
+316
649
$9K ﹤0.01%
174
650
$9K ﹤0.01%
307
+1
24 25
26
27 28