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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
1001
$2K ﹤0.01%
500
1002
$2K ﹤0.01%
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1003
$2K ﹤0.01%
18
+7
1004
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37
1005
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1006
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-95
1007
$2K ﹤0.01%
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1008
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1009
$2K ﹤0.01%
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1010
$2K ﹤0.01%
27
1011
$2K ﹤0.01%
+8
1012
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1015
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1016
$2K ﹤0.01%
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1017
$2K ﹤0.01%
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1018
$2K ﹤0.01%
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1020
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1021
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1022
$2K ﹤0.01%
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1023
$2K ﹤0.01%
89
1024
$2K ﹤0.01%
62
1025
$2K ﹤0.01%
35
39 40
41
42 43