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
1626
$0 ﹤0.01%
+24
1627
$0 ﹤0.01%
+9
1628
– –
-1,710
1629
– –
-122
1630
– –
-100
1631
– –
-3
1632
$0 ﹤0.01%
+6
1633
$0 ﹤0.01%
14
1634
– –
-82
1635
– –
-337
1636
– –
-89
1637
– –
-62
1638
$0 ﹤0.01%
34
1639
– –
-1,083
1640
– –
-193
1641
$0 ﹤0.01%
3
1642
– –
-67
1643
– –
-29
1644
$0 ﹤0.01%
+22
1645
$0 ﹤0.01%
2
1646
– –
-1
1647
$0 ﹤0.01%
10
1648
$0 ﹤0.01%
+7
1649
– –
-531
1650
$0 ﹤0.01%
3
64 65
66
67 68