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
$237M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$261K
3
+$230K
4
AVNS icon
Avanos Medical
AVNS
+$205K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$169K

Top Sells

1
+$2.59M
2
+$591K
3
+$574K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$490K
5
VZ icon
Verizon
VZ
+$387K

Sector Composition

1 Technology 15.21%
2 Healthcare 13.68%
3 Industrials 12.14%
4 Consumer Discretionary 8.12%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-104
1602
$0 ﹤0.01%
3
-36
1603
$0 ﹤0.01%
45
-90
1604
$0 ﹤0.01%
25
-50
1605
– –
-252
1606
$0 ﹤0.01%
5
-10
1607
$0 ﹤0.01%
1
1608
– –
-97
1609
$0 ﹤0.01%
35
-268
1610
– –
-73
1611
– –
0
1612
– –
-59
1613
– –
-141
1614
$0 ﹤0.01%
+11
1615
– –
-483
1616
$0 ﹤0.01%
8
1617
$0 ﹤0.01%
17
1618
$0 ﹤0.01%
12
-26
1619
$0 ﹤0.01%
10
+5
1620
$0 ﹤0.01%
15
-33
1621
$0 ﹤0.01%
3
-5
1622
– –
-3
1623
– –
-12
1624
– –
-3
1625
$0 ﹤0.01%
4
-9
63 64
65
66 67