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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
0
877
$3K ﹤0.01%
33
878
$3K ﹤0.01%
280
879
$3K ﹤0.01%
500
880
$3K ﹤0.01%
144
881
$3K ﹤0.01%
443
882
$3K ﹤0.01%
44
-1,111
883
$3K ﹤0.01%
+42
884
$3K ﹤0.01%
57
885
– –
0
886
$3K ﹤0.01%
107
887
$3K ﹤0.01%
105
+39
888
$3K ﹤0.01%
159
889
– –
0
890
$3K ﹤0.01%
65
891
$3K ﹤0.01%
100
892
$3K ﹤0.01%
70
893
$3K ﹤0.01%
116
894
$3K ﹤0.01%
20
895
$3K ﹤0.01%
166
896
$3K ﹤0.01%
185
-74
897
– –
0
898
$3K ﹤0.01%
600
899
– –
0
900
$3K ﹤0.01%
93
34 35
36
37 38