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
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$836K
3
+$757K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$561K
5
KMB icon
Kimberly-Clark
KMB
+$329K

Top Sells

1
+$2.21M
2
+$1.03M
3
+$778K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
128
1252
$1K ﹤0.01%
465
1253
$1K ﹤0.01%
16
1254
$1K ﹤0.01%
58
1255
– –
0
1256
$1K ﹤0.01%
29
1257
$1K ﹤0.01%
+144
1258
$1K ﹤0.01%
75
-229
1259
$1K ﹤0.01%
81
+41
1260
$1K ﹤0.01%
+82
1261
$1K ﹤0.01%
+31
1262
$1K ﹤0.01%
7
1263
$1K ﹤0.01%
19
-12
1264
$1K ﹤0.01%
65
+6
1265
$1K ﹤0.01%
+160
1266
$1K ﹤0.01%
8
1267
$1K ﹤0.01%
49
1268
$1K ﹤0.01%
+49
1269
$1K ﹤0.01%
201
-78
1270
$1K ﹤0.01%
+65
1271
$1K ﹤0.01%
+32
1272
$1K ﹤0.01%
16
+1
1273
$1K ﹤0.01%
700
+570
1274
$1K ﹤0.01%
+37
1275
$1K ﹤0.01%
15
-20
49 50
51
52 53