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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
901
$4K ﹤0.01%
85
+35
902
$4K ﹤0.01%
10
903
$4K ﹤0.01%
82
+7
904
$4K ﹤0.01%
436
905
$4K ﹤0.01%
+52
906
$4K ﹤0.01%
45
+22
907
– –
-19
908
$3K ﹤0.01%
105
909
$3K ﹤0.01%
159
910
$3K ﹤0.01%
62
+23
911
$3K ﹤0.01%
51
912
$3K ﹤0.01%
197
913
$3K ﹤0.01%
36
914
$3K ﹤0.01%
59
+37
915
– –
-53
916
$3K ﹤0.01%
61
917
$3K ﹤0.01%
500
918
$3K ﹤0.01%
48
+4
919
$3K ﹤0.01%
+46
920
$3K ﹤0.01%
59
921
$3K ﹤0.01%
65
922
$3K ﹤0.01%
100
923
$3K ﹤0.01%
100
924
$3K ﹤0.01%
208
925
$3K ﹤0.01%
138
+104
35 36
37
38 39