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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
1126
$2K ﹤0.01%
+15
1127
$2K ﹤0.01%
132
1128
– –
-119
1129
$2K ﹤0.01%
85
1130
$2K ﹤0.01%
+31
1131
$2K ﹤0.01%
90
+1
1132
$2K ﹤0.01%
48
1133
$2K ﹤0.01%
+237
1134
$2K ﹤0.01%
39
1135
$2K ﹤0.01%
+40
1136
$2K ﹤0.01%
+94
1137
$2K ﹤0.01%
+8
1138
$2K ﹤0.01%
34
1139
$2K ﹤0.01%
109
1140
$2K ﹤0.01%
+104
1141
$2K ﹤0.01%
+72
1142
$2K ﹤0.01%
+242
1143
$2K ﹤0.01%
+75
1144
$2K ﹤0.01%
+44
1145
– –
0
1146
$2K ﹤0.01%
80
+18
1147
$2K ﹤0.01%
+100
1148
$2K ﹤0.01%
+15
1149
$2K ﹤0.01%
+13
1150
$2K ﹤0.01%
292
44 45
46
47 48