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
$166M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$593K
2
+$506K
3
+$473K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$410K
5
MCK icon
McKesson
MCK
+$290K

Top Sells

1
+$396K
2
+$216K
3
+$162K
4
IBM icon
IBM
IBM
+$155K
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$137K

Sector Composition

1 Healthcare 17.21%
2 Technology 13.04%
3 Energy 9.67%
4 Industrials 9.16%
5 Consumer Staples 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
49
852
$2K ﹤0.01%
+200
853
$2K ﹤0.01%
152
854
$2K ﹤0.01%
13
-65
855
$2K ﹤0.01%
+1,962
856
$2K ﹤0.01%
265
+1
857
$1K ﹤0.01%
63
-118
858
$1K ﹤0.01%
15
859
$1K ﹤0.01%
56
860
$1K ﹤0.01%
10
861
$1K ﹤0.01%
25
862
$1K ﹤0.01%
52
863
$1K ﹤0.01%
47
864
$1K ﹤0.01%
5
865
$1K ﹤0.01%
10
866
$1K ﹤0.01%
27
867
$1K ﹤0.01%
302
868
$1K ﹤0.01%
23
869
$1K ﹤0.01%
40
870
$1K ﹤0.01%
9
-450
871
$1K ﹤0.01%
65
872
$1K ﹤0.01%
12
873
$1K ﹤0.01%
5
874
$1K ﹤0.01%
80
875
$1K ﹤0.01%
35
-27
33 34
35
36 37