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
$228M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.17M
3
+$1.12M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$994K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$535K

Top Sells

1
+$233K
2
+$228K
3
+$216K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 13.6%
2 Healthcare 13.52%
3 Industrials 11.31%
4 Financials 7.9%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$0 ﹤0.01%
+5
1427
$0 ﹤0.01%
1
1428
– –
-269
1429
– –
-34
1430
– –
-615
1431
– –
-90
1432
$0 ﹤0.01%
27
1433
– –
-49
1434
– –
-257
1435
– –
-81
1436
$0 ﹤0.01%
+30
1437
$0 ﹤0.01%
36
1438
– –
-47
1439
– –
-34
1440
– –
-50
1441
– –
-169
1442
$0 ﹤0.01%
+8
1443
– –
-135
1444
$0 ﹤0.01%
+6
1445
– –
0
1446
– –
-87
1447
– –
-26
1448
$0 ﹤0.01%
+45
1449
$0 ﹤0.01%
+5
1450
– –
-58
56 57
58
59 60