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
$184M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$243K
3
+$166K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$143K
5
KKR icon
KKR & Co
KKR
+$142K

Top Sells

1
+$270K
2
+$194K
3
+$170K
4
DHR icon
Danaher
DHR
+$141K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$123K

Sector Composition

1 Healthcare 15.93%
2 Technology 11.68%
3 Industrials 10.47%
4 Energy 9.94%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
375
827
$4K ﹤0.01%
317
828
$4K ﹤0.01%
415
829
$4K ﹤0.01%
71
830
$4K ﹤0.01%
90
831
$4K ﹤0.01%
55
832
$4K ﹤0.01%
+19
833
$4K ﹤0.01%
146
+46
834
$3K ﹤0.01%
50
835
$3K ﹤0.01%
127
836
$3K ﹤0.01%
17
837
$3K ﹤0.01%
36
-14
838
$3K ﹤0.01%
85
839
$3K ﹤0.01%
386
840
– –
0
841
$3K ﹤0.01%
314
842
$3K ﹤0.01%
443
843
$3K ﹤0.01%
36
844
$3K ﹤0.01%
+28
845
$3K ﹤0.01%
57
846
$3K ﹤0.01%
2
847
$3K ﹤0.01%
+509
848
$3K ﹤0.01%
73
849
$3K ﹤0.01%
159
850
$3K ﹤0.01%
+300
32 33
34
35 36