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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
976
$3K ﹤0.01%
5
977
$3K ﹤0.01%
+12
978
$3K ﹤0.01%
+455
979
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91
980
$3K ﹤0.01%
40
981
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25
982
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134
983
$3K ﹤0.01%
+33
984
$3K ﹤0.01%
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+3
985
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92
+34
986
$3K ﹤0.01%
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987
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988
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+95
989
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70
+6
990
$3K ﹤0.01%
297
991
$3K ﹤0.01%
50
992
$3K ﹤0.01%
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+5
993
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111
+42
994
$3K ﹤0.01%
36
995
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13
996
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414
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997
$3K ﹤0.01%
88
998
$3K ﹤0.01%
285
+187
999
$3K ﹤0.01%
157
+42
1000
$3K ﹤0.01%
38
38 39
40
41 42