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
$192M
AUM Growth
+$940K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$247K
3
+$227K
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$159K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$120K

Top Sells

1
+$452K
2
+$326K
3
+$302K
4
WMB icon
Williams Companies
WMB
+$272K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$228K

Sector Composition

1 Healthcare 15.1%
2 Technology 13.33%
3 Industrials 11.17%
4 Energy 8.89%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
22
1152
$1K ﹤0.01%
35
1153
$1K ﹤0.01%
+50
1154
$1K ﹤0.01%
19
1155
$1K ﹤0.01%
153
1156
– –
0
1157
$1K ﹤0.01%
2
1158
$1K ﹤0.01%
134
1159
$1K ﹤0.01%
+115
1160
$1K ﹤0.01%
66
1161
$1K ﹤0.01%
+29
1162
$1K ﹤0.01%
25
1163
$1K ﹤0.01%
46
-36
1164
$1K ﹤0.01%
28
+3
1165
$1K ﹤0.01%
+300
1166
$1K ﹤0.01%
19
1167
$1K ﹤0.01%
1
1168
$1K ﹤0.01%
+1
1169
$1K ﹤0.01%
34
1170
$1K ﹤0.01%
73
1171
$1K ﹤0.01%
5
1172
$1K ﹤0.01%
10
1173
$1K ﹤0.01%
32
1174
$1K ﹤0.01%
27
1175
$1K ﹤0.01%
+41
45 46
47
48 49