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
876
$4K ﹤0.01%
18
877
$4K ﹤0.01%
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878
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879
$3K ﹤0.01%
+59
880
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23
+12
881
$3K ﹤0.01%
111
882
$3K ﹤0.01%
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883
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884
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886
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887
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$3K ﹤0.01%
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889
$3K ﹤0.01%
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890
– –
0
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892
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0
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895
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-29
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16
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898
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899
$3K ﹤0.01%
+50
900
$3K ﹤0.01%
50
+40
34 35
36
37 38