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
$225M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,699
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$638K
3
+$507K
4
AMZN icon
Amazon
AMZN
+$427K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$413K

Top Sells

1
+$519K
2
+$247K
3
+$236K
4
AAPL icon
Apple
AAPL
+$209K
5
CMCSA icon
Comcast
CMCSA
+$192K

Sector Composition

1 Technology 14.87%
2 Healthcare 12.66%
3 Industrials 11.97%
4 Consumer Discretionary 7.94%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
+100
1202
$2K ﹤0.01%
73
1203
$2K ﹤0.01%
55
1204
$2K ﹤0.01%
53
1205
$2K ﹤0.01%
51
1206
$2K ﹤0.01%
152
1207
$2K ﹤0.01%
+47
1208
$2K ﹤0.01%
66
-142
1209
$2K ﹤0.01%
+60
1210
$2K ﹤0.01%
+6
1211
$2K ﹤0.01%
+48
1212
$2K ﹤0.01%
+79
1213
$2K ﹤0.01%
+60
1214
$2K ﹤0.01%
40
1215
$2K ﹤0.01%
+125
1216
$2K ﹤0.01%
89
1217
$2K ﹤0.01%
212
1218
$2K ﹤0.01%
94
+15
1219
$2K ﹤0.01%
66
1220
$2K ﹤0.01%
119
1221
$2K ﹤0.01%
222
1222
$2K ﹤0.01%
39
+26
1223
$2K ﹤0.01%
29
1224
$1K ﹤0.01%
268
1225
– –
-8
47 48
49
50 51