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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
1051
$2K ﹤0.01%
345
+163
1052
$2K ﹤0.01%
91
1053
$2K ﹤0.01%
+28
1054
$2K ﹤0.01%
38
+17
1055
$2K ﹤0.01%
62
1056
$2K ﹤0.01%
+112
1057
$2K ﹤0.01%
+8
1058
$2K ﹤0.01%
+66
1059
$2K ﹤0.01%
64
1060
$2K ﹤0.01%
+61
1061
$2K ﹤0.01%
223
-967
1062
$2K ﹤0.01%
+128
1063
$2K ﹤0.01%
+25
1064
$2K ﹤0.01%
53
1065
$2K ﹤0.01%
49
+29
1066
$2K ﹤0.01%
75
1067
$2K ﹤0.01%
+36
1068
$2K ﹤0.01%
98
1069
$2K ﹤0.01%
+265
1070
$2K ﹤0.01%
12
-296
1071
– –
-124
1072
$2K ﹤0.01%
26
1073
– –
0
1074
$2K ﹤0.01%
+37
1075
$2K ﹤0.01%
49
41 42
43
44 45