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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
$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
651
$9K ﹤0.01%
203
652
$9K ﹤0.01%
122
653
$9K ﹤0.01%
13
654
$9K ﹤0.01%
176
655
$9K ﹤0.01%
288
656
$9K ﹤0.01%
198
657
$9K ﹤0.01%
2,100
658
$9K ﹤0.01%
21
-6
659
$9K ﹤0.01%
+607
660
$9K ﹤0.01%
71
661
$9K ﹤0.01%
140
662
$9K ﹤0.01%
142
663
$9K ﹤0.01%
189
-12
664
$9K ﹤0.01%
168
665
– –
-200
666
$9K ﹤0.01%
600
667
$9K ﹤0.01%
2
668
$9K ﹤0.01%
150
669
$9K ﹤0.01%
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670
$8K ﹤0.01%
67
671
$8K ﹤0.01%
500
672
$8K ﹤0.01%
+799
673
$8K ﹤0.01%
452
-37
674
$8K ﹤0.01%
86
+3
675
$8K ﹤0.01%
207
25 26
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