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
$199M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$836K
3
+$757K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$561K
5
KMB icon
Kimberly-Clark
KMB
+$329K

Top Sells

1
+$2.21M
2
+$1.03M
3
+$778K
4
IYW icon
iShares US Technology ETF
IYW
+$419K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K

Sector Composition

1 Technology 21.9%
2 Healthcare 14.37%
3 Consumer Discretionary 9%
4 Industrials 7.97%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$0 ﹤0.01%
7
1627
$0 ﹤0.01%
5
1628
$0 ﹤0.01%
10
-1,022
1629
– –
-5
1630
$0 ﹤0.01%
25
+5
1631
– –
-254
1632
– –
-105
1633
– –
-61
1634
– –
-93
1635
– –
-820
1636
– –
-317
1637
– –
-45
1638
$0 ﹤0.01%
252
1639
$0 ﹤0.01%
8
+3
1640
$0 ﹤0.01%
+6
1641
$0 ﹤0.01%
39
-338
1642
$0 ﹤0.01%
+3
1643
– –
-28
1644
– –
-152
1645
– –
-52
1646
– –
-208
1647
$0 ﹤0.01%
44
+3
1648
$0 ﹤0.01%
7
-15
1649
$0 ﹤0.01%
4
1650
$0 ﹤0.01%
100
-53
64 65
66
67 68