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
$180M
AUM Growth
+$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$463K
3
+$227K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$201K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$934K
2
+$700K
3
+$632K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Sector Composition

1 Healthcare 16.51%
2 Technology 12.16%
3 Industrials 10.07%
4 Consumer Staples 9%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
0
977
$2K ﹤0.01%
+273
978
$2K ﹤0.01%
+146
979
$2K ﹤0.01%
253
+213
980
$2K ﹤0.01%
+95
981
$2K ﹤0.01%
+63
982
$2K ﹤0.01%
+55
983
$2K ﹤0.01%
+390
984
$2K ﹤0.01%
+136
985
– –
0
986
$2K ﹤0.01%
+75
987
$2K ﹤0.01%
+134
988
$2K ﹤0.01%
+98
989
$2K ﹤0.01%
+59
990
$2K ﹤0.01%
+44
991
$2K ﹤0.01%
+1
992
$2K ﹤0.01%
100
993
$2K ﹤0.01%
+359
994
– –
0
995
$2K ﹤0.01%
17
996
$2K ﹤0.01%
+43
997
$2K ﹤0.01%
47
+14
998
$2K ﹤0.01%
+58
999
$2K ﹤0.01%
+289
1000
$2K ﹤0.01%
65
38 39
40
41 42