TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$876K
2
+$614K
3
+$506K
4
AMZN icon
Amazon
AMZN
+$457K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$415K

Top Sells

1
+$471K
2
+$425K
3
+$247K
4
AAPL icon
Apple
AAPL
+$213K
5
LLY icon
Eli Lilly
LLY
+$193K

Sector Composition

1 Technology 14.88%
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%
29
+11
1027
$2K ﹤0.01%
39
+26
1028
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29
1029
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+26
1030
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102
1031
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100
1032
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+28
1033
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+60
1034
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+18
1035
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+19
1036
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+129
1037
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+52
1038
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171
+26
1039
$2K ﹤0.01%
346
-152
1040
– –
0
1041
$2K ﹤0.01%
+140
1042
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+266
1043
$2K ﹤0.01%
73
1044
– –
-88
1045
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+14
1046
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1
1047
$2K ﹤0.01%
+42
1048
$2K ﹤0.01%
+67
1049
$2K ﹤0.01%
+27
1050
$2K ﹤0.01%
92
40 41
42
43 44