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
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$234K
3
+$206K
4
MVV icon
ProShares Ultra MidCap400
MVV
+$132K
5
VZ icon
Verizon
VZ
+$119K

Top Sells

1
+$1.88M
2
+$651K
3
+$562K
4
GLD icon
SPDR Gold Trust
GLD
+$252K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$211K

Sector Composition

1 Technology 16.8%
2 Healthcare 16.44%
3 Energy 13.77%
4 Industrials 8.26%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-660
927
– –
-249
928
$0 ﹤0.01%
+6
929
– –
-186
930
– –
-20
931
– –
-261
932
– –
-107
933
– –
-89
934
$0 ﹤0.01%
+2
935
– –
-32
936
– –
-239
937
$0 ﹤0.01%
4
938
– –
0
939
– –
-10
940
$0 ﹤0.01%
100
941
– –
-9
942
– –
-572
943
– –
-28
944
$0 ﹤0.01%
1
945
$0 ﹤0.01%
20
946
– –
-100
947
– –
-572
948
– –
-24
949
– –
-95
950
$0 ﹤0.01%
1
-17
35 36 37
38
39