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
1626
$0 ﹤0.01%
35
1627
$0 ﹤0.01%
+7
1628
$0 ﹤0.01%
+18
1629
$0 ﹤0.01%
+6
1630
$0 ﹤0.01%
6
-12
1631
– –
-95
1632
$0 ﹤0.01%
+6
1633
– –
-95
1634
$0 ﹤0.01%
+80
1635
$0 ﹤0.01%
+6
1636
– –
-118
1637
$0 ﹤0.01%
22
-21
1638
– –
-3
1639
– –
0
1640
$0 ﹤0.01%
+3
1641
$0 ﹤0.01%
+13
1642
– –
-7
1643
$0 ﹤0.01%
6
-69
1644
$0 ﹤0.01%
9
1645
$0 ﹤0.01%
6
1646
$0 ﹤0.01%
+3
1647
$0 ﹤0.01%
3
-5
1648
– –
-2,636
1649
$0 ﹤0.01%
10
1650
– –
-26
64 65
66
67 68