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
$225M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,699
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$614K
3
+$506K
4
AMZN icon
Amazon
AMZN
+$457K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$415K

Top Sells

1
+$471K
2
+$425K
3
+$247K
4
AAPL icon
Apple
AAPL
+$213K
5
LLY icon
Eli Lilly
LLY
+$193K

Sector Composition

1 Technology 14.88%
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
926
$3K ﹤0.01%
17
-3
927
$3K ﹤0.01%
300
928
$3K ﹤0.01%
20
929
$3K ﹤0.01%
+78
930
$3K ﹤0.01%
35
+25
931
$3K ﹤0.01%
134
+71
932
$3K ﹤0.01%
+97
933
$3K ﹤0.01%
+37
934
$3K ﹤0.01%
206
935
$3K ﹤0.01%
93
936
$3K ﹤0.01%
141
+115
937
$3K ﹤0.01%
+324
938
$3K ﹤0.01%
+44
939
$3K ﹤0.01%
106
940
$3K ﹤0.01%
+206
941
$3K ﹤0.01%
+43
942
$3K ﹤0.01%
+34
943
$3K ﹤0.01%
+68
944
$3K ﹤0.01%
39
945
$3K ﹤0.01%
+106
946
$3K ﹤0.01%
+19
947
$3K ﹤0.01%
21
948
$3K ﹤0.01%
127
949
$3K ﹤0.01%
108
-111
950
$3K ﹤0.01%
115
36 37
38
39 40