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
1101
$2K ﹤0.01%
28
1102
$2K ﹤0.01%
19
1103
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56
1104
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443
1105
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+17
1106
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36
1107
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56
1108
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18
+8
1109
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+27
1110
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49
1111
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1112
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1113
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25
1114
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48
+7
1115
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49
-98
1116
$2K ﹤0.01%
83
+37
1117
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28
1118
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102
1119
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19
1120
$2K ﹤0.01%
1
1121
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62
1122
$2K ﹤0.01%
35
1123
$2K ﹤0.01%
49
1124
$2K ﹤0.01%
+15
1125
$2K ﹤0.01%
132
43 44
45
46 47