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
$229M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$220K
3
+$212K
4
RTX icon
RTX Corp
RTX
+$167K
5
BAC icon
Bank of America
BAC
+$146K

Top Sells

1
+$672K
2
+$669K
3
+$461K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$363K
5
CVX icon
Chevron
CVX
+$325K

Sector Composition

1 Technology 25.23%
2 Healthcare 13.83%
3 Consumer Discretionary 10%
4 Industrials 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
28
+12
927
$3K ﹤0.01%
28
928
$3K ﹤0.01%
23
-10
929
$3K ﹤0.01%
35
+1
930
$3K ﹤0.01%
200
931
$3K ﹤0.01%
99
932
$3K ﹤0.01%
28
+3
933
$3K ﹤0.01%
101
934
$3K ﹤0.01%
34
935
$3K ﹤0.01%
103
936
$3K ﹤0.01%
264
+249
937
$3K ﹤0.01%
75
938
$3K ﹤0.01%
184
939
$3K ﹤0.01%
144
+45
940
$3K ﹤0.01%
191
+57
941
$3K ﹤0.01%
29
+16
942
$3K ﹤0.01%
88
943
$3K ﹤0.01%
200
-54
944
$3K ﹤0.01%
291
+56
945
$3K ﹤0.01%
279
+212
946
$3K ﹤0.01%
+428
947
$3K ﹤0.01%
62
+9
948
$3K ﹤0.01%
57
-11
949
$3K ﹤0.01%
190
950
$3K ﹤0.01%
60
36 37
38
39 40