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
$225M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,699
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$638K
3
+$507K
4
AMZN icon
Amazon
AMZN
+$427K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$413K

Top Sells

1
+$519K
2
+$247K
3
+$236K
4
AAPL icon
Apple
AAPL
+$209K
5
CMCSA icon
Comcast
CMCSA
+$192K

Sector Composition

1 Technology 14.87%
2 Healthcare 12.66%
3 Industrials 11.97%
4 Consumer Discretionary 7.94%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
– –
-75
1677
$0 ﹤0.01%
+7
1678
$0 ﹤0.01%
+4
1679
$0 ﹤0.01%
+19
1680
– –
-202
1681
$0 ﹤0.01%
+12
1682
– –
-225
1683
$0 ﹤0.01%
13
1684
$0 ﹤0.01%
+8
1685
$0 ﹤0.01%
10
1686
$0 ﹤0.01%
4
1687
$0 ﹤0.01%
3
-11
1688
$0 ﹤0.01%
12
1689
– –
-28
1690
– –
0
1691
– –
-6,075
1692
$0 ﹤0.01%
+27
1693
$0 ﹤0.01%
+20
1694
– –
-33
1695
$0 ﹤0.01%
+10
1696
$0 ﹤0.01%
+3
1697
– –
-43
1698
– –
0
64 65 66 67
68