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
$237M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$261K
3
+$230K
4
AVNS icon
Avanos Medical
AVNS
+$205K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$169K

Top Sells

1
+$2.59M
2
+$591K
3
+$574K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$490K
5
VZ icon
Verizon
VZ
+$387K

Sector Composition

1 Technology 15.21%
2 Healthcare 13.68%
3 Industrials 12.14%
4 Consumer Discretionary 8.12%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
18
877
$4K ﹤0.01%
261
878
$4K ﹤0.01%
195
879
$3K ﹤0.01%
2
-2
880
$3K ﹤0.01%
116
881
$3K ﹤0.01%
206
882
$3K ﹤0.01%
132
883
$3K ﹤0.01%
300
884
– –
0
885
$3K ﹤0.01%
20
886
$3K ﹤0.01%
94
887
$3K ﹤0.01%
444
888
$3K ﹤0.01%
292
889
$3K ﹤0.01%
+56
890
– –
0
891
$3K ﹤0.01%
63
-14
892
– –
0
893
$3K ﹤0.01%
443
894
$3K ﹤0.01%
154
895
– –
0
896
$3K ﹤0.01%
72
-29
897
$3K ﹤0.01%
16
+5
898
$3K ﹤0.01%
159
899
$3K ﹤0.01%
+50
900
$3K ﹤0.01%
50
+40
34 35
36
37 38