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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
976
$2K ﹤0.01%
27
-11
977
$2K ﹤0.01%
635
+372
978
$2K ﹤0.01%
61
979
$2K ﹤0.01%
128
980
$2K ﹤0.01%
25
981
$2K ﹤0.01%
98
982
$2K ﹤0.01%
12
983
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69
-69
984
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6
985
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128
986
$2K ﹤0.01%
455
987
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+75
988
$2K ﹤0.01%
86
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989
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+98
990
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60
991
$2K ﹤0.01%
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992
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993
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-50
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18
995
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180
996
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179
997
$2K ﹤0.01%
26
998
$2K ﹤0.01%
45
-35
999
$2K ﹤0.01%
35
1000
$2K ﹤0.01%
33
-26
38 39
40
41 42