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
$175M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$1.09M
3
+$855K
4
CMCSA icon
Comcast
CMCSA
+$647K
5
AAPL icon
Apple
AAPL
+$509K

Top Sells

1
+$196K
2
+$166K
3
+$129K
4
FLG
Flagstar Bank National Association
FLG
+$107K
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$103K

Sector Composition

1 Healthcare 18.46%
2 Technology 13.91%
3 Energy 10.97%
4 Industrials 9.05%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
+290
827
$2K ﹤0.01%
18
828
$2K ﹤0.01%
149
+17
829
$2K ﹤0.01%
500
830
$2K ﹤0.01%
5
831
$2K ﹤0.01%
+83
832
$2K ﹤0.01%
32
833
$2K ﹤0.01%
75
+3
834
$2K ﹤0.01%
27
835
$2K ﹤0.01%
57
-3
836
$2K ﹤0.01%
238
-229
837
$2K ﹤0.01%
100
838
$2K ﹤0.01%
3
839
$2K ﹤0.01%
36
840
$2K ﹤0.01%
101
841
$2K ﹤0.01%
710
+100
842
$2K ﹤0.01%
+46
843
$2K ﹤0.01%
140
844
$2K ﹤0.01%
+125
845
$2K ﹤0.01%
18
846
$2K ﹤0.01%
11
+6
847
$2K ﹤0.01%
73
+8
848
$2K ﹤0.01%
55
849
$2K ﹤0.01%
340
-400
850
$2K ﹤0.01%
2,980
32 33
34
35 36