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
$247M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,717
New
Increased
Reduced
Closed

Top Buys

1
+$466K
2
+$258K
3
+$248K
4
LOW icon
Lowe's Companies
LOW
+$156K
5
TSLA icon
Tesla
TSLA
+$148K

Top Sells

1
+$385K
2
+$345K
3
+$335K
4
DVY icon
iShares Select Dividend ETF
DVY
+$318K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K

Sector Composition

1 Technology 27.6%
2 Healthcare 13.16%
3 Consumer Discretionary 10.76%
4 Industrials 7.83%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
211
877
$4K ﹤0.01%
51
878
$4K ﹤0.01%
153
879
$4K ﹤0.01%
77
880
$4K ﹤0.01%
18
881
$4K ﹤0.01%
93
+8
882
$4K ﹤0.01%
+354
883
$4K ﹤0.01%
400
884
$4K ﹤0.01%
110
+44
885
$4K ﹤0.01%
+349
886
$4K ﹤0.01%
54
887
$4K ﹤0.01%
121
-27
888
$4K ﹤0.01%
137
889
$4K ﹤0.01%
36
890
$4K ﹤0.01%
100
891
$4K ﹤0.01%
87
892
$3K ﹤0.01%
408
893
$3K ﹤0.01%
92
894
$3K ﹤0.01%
+25
895
$3K ﹤0.01%
18
-8
896
$3K ﹤0.01%
73
897
$3K ﹤0.01%
178
+119
898
$3K ﹤0.01%
5
899
$3K ﹤0.01%
160
900
$3K ﹤0.01%
+213
34 35
36
37 38