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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
1076
$2K ﹤0.01%
70
1077
$2K ﹤0.01%
+65
1078
$2K ﹤0.01%
75
1079
$2K ﹤0.01%
19
1080
$2K ﹤0.01%
32
-38
1081
$2K ﹤0.01%
6
+2
1082
$2K ﹤0.01%
17
1083
$2K ﹤0.01%
101
1084
$2K ﹤0.01%
44
1085
$2K ﹤0.01%
128
1086
$2K ﹤0.01%
35
1087
$2K ﹤0.01%
179
1088
$2K ﹤0.01%
160
1089
$2K ﹤0.01%
59
1090
$2K ﹤0.01%
28
1091
$2K ﹤0.01%
+58
1092
$2K ﹤0.01%
33
1093
$2K ﹤0.01%
1
1094
$2K ﹤0.01%
+27
1095
$2K ﹤0.01%
37
-12
1096
$2K ﹤0.01%
67
+14
1097
$2K ﹤0.01%
29
+11
1098
$2K ﹤0.01%
26
+3
1099
$2K ﹤0.01%
28
1100
$2K ﹤0.01%
19
42 43
44
45 46