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
$205M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$319K
3
+$177K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$149K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$85.7K

Top Sells

1
+$28.1M
2
+$3.94M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
PFE icon
Pfizer
PFE
+$1.8M

Sector Composition

1 Technology 19.23%
2 Healthcare 11.78%
3 Industrials 10.15%
4 Consumer Discretionary 9.91%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7K ﹤0.01%
259
-4
727
$7K ﹤0.01%
150
728
$7K ﹤0.01%
43
729
$7K ﹤0.01%
+1,014
730
$7K ﹤0.01%
8
731
$7K ﹤0.01%
78
732
$7K ﹤0.01%
154
733
$7K ﹤0.01%
338
+27
734
$7K ﹤0.01%
160
-14
735
$7K ﹤0.01%
569
+385
736
$7K ﹤0.01%
989
737
$7K ﹤0.01%
75
738
$7K ﹤0.01%
209
+10
739
$7K ﹤0.01%
500
740
$7K ﹤0.01%
97
741
$7K ﹤0.01%
168
742
$7K ﹤0.01%
+100
743
$7K ﹤0.01%
22
-6
744
$7K ﹤0.01%
209
+1
745
$7K ﹤0.01%
+84
746
$7K ﹤0.01%
147
+33
747
$7K ﹤0.01%
397
-72
748
$7K ﹤0.01%
232
-34
749
$7K ﹤0.01%
133
+90
750
$7K ﹤0.01%
622
+309
28 29
30
31 32