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
1226
$1K ﹤0.01%
+115
1227
$1K ﹤0.01%
+1
1228
$1K ﹤0.01%
19
1229
– –
0
1230
$1K ﹤0.01%
+32
1231
$1K ﹤0.01%
+34
1232
$1K ﹤0.01%
13
-890
1233
$1K ﹤0.01%
+129
1234
$1K ﹤0.01%
+12
1235
$1K ﹤0.01%
+47
1236
$1K ﹤0.01%
+66
1237
$1K ﹤0.01%
27
1238
$1K ﹤0.01%
+30
1239
$1K ﹤0.01%
+33
1240
$1K ﹤0.01%
+75
1241
$1K ﹤0.01%
+26
1242
$1K ﹤0.01%
21
-562
1243
$1K ﹤0.01%
+18
1244
$1K ﹤0.01%
+50
1245
$1K ﹤0.01%
+50
1246
$1K ﹤0.01%
+40
1247
$1K ﹤0.01%
+20
1248
$1K ﹤0.01%
9
-469
1249
$1K ﹤0.01%
27
1250
$1K ﹤0.01%
+14
48 49
50
51 52