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 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
1251
$1K ﹤0.01%
23
1252
$1K ﹤0.01%
9
-18
1253
$1K ﹤0.01%
+94
1254
$1K ﹤0.01%
5
1255
$1K ﹤0.01%
+34
1256
-8
1257
$1K ﹤0.01%
49
1258
$1K ﹤0.01%
41
1259
$1K ﹤0.01%
68
1260
$1K ﹤0.01%
+52
1261
$1K ﹤0.01%
+76
1262
$1K ﹤0.01%
18
+6
1263
$1K ﹤0.01%
47
1264
$1K ﹤0.01%
+54
1265
$1K ﹤0.01%
+24
1266
$1K ﹤0.01%
+10
1267
$1K ﹤0.01%
+30
1268
$1K ﹤0.01%
30
1269
$1K ﹤0.01%
30
1270
$1K ﹤0.01%
400
1271
$1K ﹤0.01%
268
+35
1272
$1K ﹤0.01%
72
1273
$1K ﹤0.01%
+24
1274
$1K ﹤0.01%
268
1275
$1K ﹤0.01%
21