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
$215M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$311K
3
+$172K
4
VUG icon
Vanguard Growth ETF
VUG
+$136K
5
AMZN icon
Amazon
AMZN
+$134K

Top Sells

1
+$1.07M
2
+$927K
3
+$424K
4
P
Everpure Inc
P
+$392K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K

Sector Composition

1 Technology 14.46%
2 Healthcare 13.38%
3 Industrials 12.17%
4 Financials 8.35%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
59
1252
$1K ﹤0.01%
+32
1253
$1K ﹤0.01%
10
1254
$1K ﹤0.01%
18
1255
$1K ﹤0.01%
31
-362
1256
$1K ﹤0.01%
77
1257
$1K ﹤0.01%
62
1258
$1K ﹤0.01%
51
1259
$1K ﹤0.01%
23
1260
$1K ﹤0.01%
15
1261
$1K ﹤0.01%
24
1262
$1K ﹤0.01%
90
1263
$1K ﹤0.01%
63
1264
$1K ﹤0.01%
55
1265
$1K ﹤0.01%
38
1266
$1K ﹤0.01%
32
1267
$1K ﹤0.01%
+133
1268
$1K ﹤0.01%
30
1269
$1K ﹤0.01%
300
1270
$1K ﹤0.01%
47
1271
$1K ﹤0.01%
+26
1272
$1K ﹤0.01%
93
+44
1273
$1K ﹤0.01%
45
1274
$1K ﹤0.01%
252
1275
$1K ﹤0.01%
+37
49 50
51
52 53