TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$5K ﹤0.01%
80
1552
$4K ﹤0.01%
+94
1553
$4K ﹤0.01%
132
1554
$4K ﹤0.01%
51
+2
1555
$4K ﹤0.01%
426
1556
$4K ﹤0.01%
88
1557
$4K ﹤0.01%
+156
1558
$4K ﹤0.01%
+1,145
1559
$4K ﹤0.01%
79
1560
$4K ﹤0.01%
171
1561
$4K ﹤0.01%
+140
1562
$4K ﹤0.01%
153
-87
1563
$4K ﹤0.01%
+314
1564
$4K ﹤0.01%
+91
1565
$4K ﹤0.01%
91
1566
$4K ﹤0.01%
366
1567
$4K ﹤0.01%
28
1568
$4K ﹤0.01%
268
1569
$4K ﹤0.01%
328
1570
$4K ﹤0.01%
103
+18
1571
$4K ﹤0.01%
943
1572
$4K ﹤0.01%
165
1573
$4K ﹤0.01%
111
+1
1574
$4K ﹤0.01%
+125
1575
$4K ﹤0.01%
153
+5