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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
1076
$2K ﹤0.01%
35
1077
$2K ﹤0.01%
64
-6
1078
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160
1079
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59
1080
$2K ﹤0.01%
+100
1081
$2K ﹤0.01%
28
1082
$2K ﹤0.01%
+68
1083
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+76
1084
$2K ﹤0.01%
33
1085
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+11
1086
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51
1087
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1088
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61
-5
1089
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300
+200
1090
$2K ﹤0.01%
64
+20
1091
$2K ﹤0.01%
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1094
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106
+12
1095
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1096
$2K ﹤0.01%
29
1097
$2K ﹤0.01%
17
-15
1098
$2K ﹤0.01%
29
1099
$2K ﹤0.01%
102
1100
$2K ﹤0.01%
100
42 43
44
45 46