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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
$237M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$261K
3
+$230K
4
AVNS icon
Avanos Medical
AVNS
+$205K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$169K

Top Sells

1
+$2.59M
2
+$591K
3
+$574K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$490K
5
VZ icon
Verizon
VZ
+$387K

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
951
$3K ﹤0.01%
93
952
$3K ﹤0.01%
78
953
$3K ﹤0.01%
71
954
$3K ﹤0.01%
363
955
$3K ﹤0.01%
210
+2
956
$3K ﹤0.01%
27
957
$3K ﹤0.01%
5
958
$3K ﹤0.01%
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959
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91
960
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40
961
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962
$3K ﹤0.01%
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963
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964
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970
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971
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60
972
$3K ﹤0.01%
89
+25
973
$3K ﹤0.01%
53
974
$3K ﹤0.01%
44
975
$3K ﹤0.01%
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37 38
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40 41