TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$317K
2
+$272K
3
+$238K
4
AVNS icon
Avanos Medical
AVNS
+$218K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$169K

Top Sells

1
+$2.8M
2
+$611K
3
+$596K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$491K
5
VZ icon
Verizon
VZ
+$390K

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
276
$70K 0.03%
540
+4
277
$69K 0.03%
11,351
+264
278
$69K 0.03%
1,500
279
$69K 0.03%
2,808
+1,425
280
$68K 0.03%
2,004
281
$68K 0.03%
1,672
282
$67K 0.03%
603
283
$67K 0.03%
594
284
$67K 0.03%
1,694
285
$66K 0.03%
427
286
$66K 0.03%
570
+374
287
$65K 0.03%
550
-3
288
$64K 0.03%
957
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289
$64K 0.03%
1,227
+29
290
$64K 0.03%
1,090
291
$63K 0.03%
2,230
+119
292
$62K 0.03%
820
-46
293
$62K 0.03%
996
+9
294
$62K 0.03%
331
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295
$61K 0.03%
3,220
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296
$61K 0.03%
700
297
$60K 0.03%
777
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298
$60K 0.03%
1,930
+8
299
$58K 0.02%
3,285
+285
300
$58K 0.02%
334
+50
10 11
12
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