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
951
$3K ﹤0.01%
1,486
952
$3K ﹤0.01%
+31
953
$3K ﹤0.01%
421
+84
954
$3K ﹤0.01%
+59
955
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25
+3
956
$3K ﹤0.01%
95
957
– –
0
958
$3K ﹤0.01%
264
+85
959
$3K ﹤0.01%
62
960
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65
961
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+63
962
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47
+20
963
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92
+34
964
$3K ﹤0.01%
95
-88
965
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20
966
$3K ﹤0.01%
+95
967
$3K ﹤0.01%
70
+6
968
$3K ﹤0.01%
297
969
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50
970
$3K ﹤0.01%
62
+5
971
$3K ﹤0.01%
111
+42
972
$3K ﹤0.01%
36
973
$3K ﹤0.01%
13
974
$3K ﹤0.01%
414
+28
975
$3K ﹤0.01%
62
+23
37 38
39
40 41