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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
626
$10K ﹤0.01%
400
627
$10K ﹤0.01%
+100
628
$10K ﹤0.01%
+116
629
$10K ﹤0.01%
140
630
$10K ﹤0.01%
157
+40
631
$10K ﹤0.01%
67
-8
632
$10K ﹤0.01%
142
633
$10K ﹤0.01%
345
634
$10K ﹤0.01%
109
635
$10K ﹤0.01%
500
636
$10K ﹤0.01%
377
-61
637
$10K ﹤0.01%
186
638
$10K ﹤0.01%
189
639
– –
0
640
$10K ﹤0.01%
88
641
$9K ﹤0.01%
+100
642
$9K ﹤0.01%
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$9K ﹤0.01%
143
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$9K ﹤0.01%
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645
$9K ﹤0.01%
200
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646
$9K ﹤0.01%
288
647
$9K ﹤0.01%
140
-30
648
$9K ﹤0.01%
155
+4
649
$9K ﹤0.01%
62
+59
650
$9K ﹤0.01%
+100
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