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
$225M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,725
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$851K
3
+$522K
4
DD icon
DuPont de Nemours
DD
+$295K
5
TXN icon
Texas Instruments
TXN
+$238K

Top Sells

1
+$618K
2
+$317K
3
+$280K
4
NOC icon
Northrop Grumman
NOC
+$248K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 18.04%
2 Healthcare 12.79%
3 Industrials 10.22%
4 Consumer Discretionary 8.85%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
+22
927
$3K ﹤0.01%
+94
928
$3K ﹤0.01%
23
929
$3K ﹤0.01%
452
930
$3K ﹤0.01%
301
+99
931
$3K ﹤0.01%
116
932
$3K ﹤0.01%
132
933
$3K ﹤0.01%
+119
934
$3K ﹤0.01%
160
+75
935
$3K ﹤0.01%
20
+4
936
$3K ﹤0.01%
48
937
$3K ﹤0.01%
+143
938
$3K ﹤0.01%
24
-3
939
$3K ﹤0.01%
+42
940
$3K ﹤0.01%
101
941
$3K ﹤0.01%
133
942
$3K ﹤0.01%
36
+15
943
$3K ﹤0.01%
292
944
$3K ﹤0.01%
22
945
$3K ﹤0.01%
98
946
$3K ﹤0.01%
37
947
$3K ﹤0.01%
+59
948
$3K ﹤0.01%
+144
949
$3K ﹤0.01%
28
950
$3K ﹤0.01%
20
36 37
38
39 40