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
State Street 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
776
$5K ﹤0.01%
57
+3
777
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180
+16
778
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153
-48
779
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781
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782
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46
783
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784
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786
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787
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788
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789
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790
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791
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64
+12
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795
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796
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+22
797
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-6
798
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85
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799
$5K ﹤0.01%
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800
$5K ﹤0.01%
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30 31
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