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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
1101
$2K ﹤0.01%
56
1102
$2K ﹤0.01%
443
1103
$2K ﹤0.01%
+17
1104
$2K ﹤0.01%
36
1105
$2K ﹤0.01%
56
1106
$2K ﹤0.01%
18
+8
1107
$2K ﹤0.01%
+27
1108
$2K ﹤0.01%
47
1109
$2K ﹤0.01%
+51
1110
$2K ﹤0.01%
25
1111
$2K ﹤0.01%
48
+7
1112
$2K ﹤0.01%
49
-98
1113
$2K ﹤0.01%
83
+37
1114
$2K ﹤0.01%
28
1115
$2K ﹤0.01%
102
1116
$2K ﹤0.01%
19
1117
$2K ﹤0.01%
1
1118
$2K ﹤0.01%
+80
1119
$2K ﹤0.01%
240
1120
$2K ﹤0.01%
114
1121
$2K ﹤0.01%
23
1122
$2K ﹤0.01%
89
1123
$2K ﹤0.01%
62
1124
$2K ﹤0.01%
35
1125
$2K ﹤0.01%
49
43 44
45
46 47