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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
951
$3K ﹤0.01%
127
952
$3K ﹤0.01%
108
-111
953
$3K ﹤0.01%
115
954
$3K ﹤0.01%
95
955
– –
0
956
$3K ﹤0.01%
264
+85
957
$3K ﹤0.01%
62
958
$3K ﹤0.01%
65
959
$3K ﹤0.01%
+63
960
$3K ﹤0.01%
47
+20
961
$3K ﹤0.01%
+32
962
$3K ﹤0.01%
78
+7
963
$3K ﹤0.01%
+29
964
– –
0
965
$3K ﹤0.01%
88
966
$3K ﹤0.01%
5
967
$3K ﹤0.01%
+63
968
$3K ﹤0.01%
+52
969
$3K ﹤0.01%
1
970
$3K ﹤0.01%
+100
971
$3K ﹤0.01%
+27
972
$3K ﹤0.01%
71
973
$3K ﹤0.01%
+50
974
$3K ﹤0.01%
363
975
$3K ﹤0.01%
437
37 38
39
40 41