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
$205M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$319K
3
+$177K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$149K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$85.7K

Top Sells

1
+$28.1M
2
+$3.94M
3
+$3.47M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
PFE icon
Pfizer
PFE
+$1.8M

Sector Composition

1 Technology 19.23%
2 Healthcare 11.78%
3 Industrials 10.15%
4 Consumer Discretionary 9.91%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$4K ﹤0.01%
103
977
$4K ﹤0.01%
+50
978
$4K ﹤0.01%
143
979
$4K ﹤0.01%
79
-42
980
$4K ﹤0.01%
60
981
$4K ﹤0.01%
20
982
$4K ﹤0.01%
80
983
$4K ﹤0.01%
297
984
$4K ﹤0.01%
160
985
$4K ﹤0.01%
21
-7
986
$4K ﹤0.01%
91
-120
987
$4K ﹤0.01%
100
988
$4K ﹤0.01%
51
989
$4K ﹤0.01%
44
990
$4K ﹤0.01%
138
991
$4K ﹤0.01%
105
992
$4K ﹤0.01%
133
993
$4K ﹤0.01%
29
994
$4K ﹤0.01%
36
995
$4K ﹤0.01%
83
+38
996
$4K ﹤0.01%
90
997
$4K ﹤0.01%
151
+50
998
$4K ﹤0.01%
100
999
$4K ﹤0.01%
78
1000
$4K ﹤0.01%
116
38 39
40
41 42