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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
1026
$2K ﹤0.01%
346
-152
1027
– –
0
1028
$2K ﹤0.01%
+140
1029
$2K ﹤0.01%
+266
1030
$2K ﹤0.01%
73
1031
– –
-88
1032
$2K ﹤0.01%
+14
1033
$2K ﹤0.01%
+42
1034
$2K ﹤0.01%
+67
1035
$2K ﹤0.01%
92
1036
$2K ﹤0.01%
+47
1037
$2K ﹤0.01%
+38
1038
– –
-197
1039
$2K ﹤0.01%
65
1040
$2K ﹤0.01%
34
1041
$2K ﹤0.01%
20
1042
$2K ﹤0.01%
70
1043
$2K ﹤0.01%
+21
1044
$2K ﹤0.01%
7
1045
$2K ﹤0.01%
76
+17
1046
$2K ﹤0.01%
+86
1047
– –
-118
1048
$2K ﹤0.01%
+29
1049
$2K ﹤0.01%
128
1050
$2K ﹤0.01%
112
+39
40 41
42
43 44