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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
826
$4K ﹤0.01%
73
827
$4K ﹤0.01%
+43
828
$4K ﹤0.01%
75
+5
829
$4K ﹤0.01%
212
830
$4K ﹤0.01%
+114
831
$4K ﹤0.01%
+36
832
$4K ﹤0.01%
444
833
$4K ﹤0.01%
92
834
$4K ﹤0.01%
+39
835
$4K ﹤0.01%
+179
836
$4K ﹤0.01%
68
837
$4K ﹤0.01%
+50
838
$4K ﹤0.01%
44
839
$4K ﹤0.01%
22
840
$4K ﹤0.01%
+303
841
$4K ﹤0.01%
+155
842
$4K ﹤0.01%
317
+224
843
$4K ﹤0.01%
54
844
$4K ﹤0.01%
88
845
$4K ﹤0.01%
44
+24
846
$4K ﹤0.01%
118
847
$4K ﹤0.01%
24
+3
848
$4K ﹤0.01%
93
+27
849
$4K ﹤0.01%
250
850
$4K ﹤0.01%
+69
32 33
34
35 36