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
$196M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$163K
3
+$147K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$126K
5
META icon
Meta Platforms (Facebook)
META
+$114K

Top Sells

1
+$289K
2
+$253K
3
+$229K
4
LMT icon
Lockheed Martin
LMT
+$191K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$173K

Sector Composition

1 Healthcare 15.14%
2 Technology 12.81%
3 Industrials 11.39%
4 Energy 7.93%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$1K ﹤0.01%
9
1302
$1K ﹤0.01%
25
+15
1303
$1K ﹤0.01%
60
1304
$1K ﹤0.01%
14
1305
$1K ﹤0.01%
31
1306
$1K ﹤0.01%
27
1307
$1K ﹤0.01%
+20
1308
$1K ﹤0.01%
8
1309
$1K ﹤0.01%
45
1310
$1K ﹤0.01%
60
1311
$1K ﹤0.01%
76
1312
$1K ﹤0.01%
29
1313
$1K ﹤0.01%
10
1314
$1K ﹤0.01%
+9
1315
$1K ﹤0.01%
+20
1316
$1K ﹤0.01%
37
-5
1317
$1K ﹤0.01%
19
1318
$1K ﹤0.01%
+50
1319
$1K ﹤0.01%
44
1320
$1K ﹤0.01%
22
1321
$1K ﹤0.01%
150
1322
$1K ﹤0.01%
46
1323
$1K ﹤0.01%
28
1324
$1K ﹤0.01%
13
1325
$1K ﹤0.01%
2
51 52
53
54 55