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
$247M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,717
New
Increased
Reduced
Closed

Top Buys

1
+$466K
2
+$258K
3
+$248K
4
LOW icon
Lowe's Companies
LOW
+$156K
5
TSLA icon
Tesla
TSLA
+$148K

Top Sells

1
+$385K
2
+$345K
3
+$335K
4
DVY icon
iShares Select Dividend ETF
DVY
+$318K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$305K

Sector Composition

1 Technology 27.6%
2 Healthcare 13.16%
3 Consumer Discretionary 10.76%
4 Industrials 7.83%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1K ﹤0.01%
50
1427
$1K ﹤0.01%
+12
1428
$1K ﹤0.01%
+33
1429
$1K ﹤0.01%
15
1430
$1K ﹤0.01%
+8
1431
$1K ﹤0.01%
21
1432
$1K ﹤0.01%
+284
1433
$1K ﹤0.01%
72
1434
$1K ﹤0.01%
4
1435
$1K ﹤0.01%
59
1436
$1K ﹤0.01%
27
-16
1437
$1K ﹤0.01%
8
1438
$1K ﹤0.01%
+7
1439
$1K ﹤0.01%
10
1440
$1K ﹤0.01%
42
+12
1441
$1K ﹤0.01%
52
1442
$1K ﹤0.01%
+30
1443
$1K ﹤0.01%
27
1444
$1K ﹤0.01%
63
1445
$1K ﹤0.01%
21
1446
$1K ﹤0.01%
300
1447
$1K ﹤0.01%
252
1448
$1K ﹤0.01%
6
1449
$1K ﹤0.01%
21
1450
$1K ﹤0.01%
+46
56 57
58
59 60