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
1276
$1K ﹤0.01%
28
1277
$1K ﹤0.01%
+35
1278
$1K ﹤0.01%
57
1279
$1K ﹤0.01%
+97
1280
$1K ﹤0.01%
+152
1281
$1K ﹤0.01%
+31
1282
$1K ﹤0.01%
13
-1,195
1283
$1K ﹤0.01%
+2
1284
$1K ﹤0.01%
+40
1285
$1K ﹤0.01%
+127
1286
$0 ﹤0.01%
160
1287
– –
-166
1288
$0 ﹤0.01%
238
1289
– –
-86
1290
– –
-1,768
1291
$0 ﹤0.01%
+36
1292
$0 ﹤0.01%
+219
1293
$0 ﹤0.01%
9
1294
$0 ﹤0.01%
+218
1295
$0 ﹤0.01%
38
-6
1296
– –
-749
1297
– –
-40
1298
– –
-169
1299
– –
-359
1300
– –
-5,100
50 51
52
53 54