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
-$219K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,536
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$167K
3
+$161K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$144K
5
CVX icon
Chevron
CVX
+$137K

Top Sells

1
+$1.11M
2
+$978K
3
+$489K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$361K
5
PG icon
Procter & Gamble
PG
+$285K

Sector Composition

1 Healthcare 16.6%
2 Technology 10.57%
3 Industrials 10.39%
4 Energy 9.86%
5 Consumer Staples 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$1K ﹤0.01%
53
1052
$1K ﹤0.01%
15
1053
$1K ﹤0.01%
13
1054
$1K ﹤0.01%
29
1055
$1K ﹤0.01%
102
1056
$1K ﹤0.01%
46
1057
$1K ﹤0.01%
69
1058
$1K ﹤0.01%
8
1059
$1K ﹤0.01%
3
1060
$1K ﹤0.01%
145
1061
$1K ﹤0.01%
34
1062
$1K ﹤0.01%
51
+20
1063
$1K ﹤0.01%
+14
1064
$1K ﹤0.01%
1
1065
$1K ﹤0.01%
17
1066
$1K ﹤0.01%
37
1067
– –
0
1068
$1K ﹤0.01%
+24
1069
$1K ﹤0.01%
+12
1070
$1K ﹤0.01%
+15
1071
$1K ﹤0.01%
13
1072
$1K ﹤0.01%
48
+31
1073
$1K ﹤0.01%
105
1074
$1K ﹤0.01%
9
1075
$1K ﹤0.01%
123
41 42
43
44 45