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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
1151
$2K ﹤0.01%
25
1152
$2K ﹤0.01%
5
1153
$2K ﹤0.01%
35
1154
$2K ﹤0.01%
50
1155
$2K ﹤0.01%
109
+71
1156
$2K ﹤0.01%
+73
1157
$2K ﹤0.01%
+51
1158
– –
0
1159
$2K ﹤0.01%
300
1160
$2K ﹤0.01%
+53
1161
$2K ﹤0.01%
28
1162
$2K ﹤0.01%
+19
1163
$2K ﹤0.01%
26
+3
1164
$2K ﹤0.01%
+54
1165
– –
-8
1166
$2K ﹤0.01%
+48
1167
$2K ﹤0.01%
27
1168
$2K ﹤0.01%
48
+6
1169
$2K ﹤0.01%
+38
1170
$2K ﹤0.01%
+10
1171
$2K ﹤0.01%
27
+11
1172
$2K ﹤0.01%
17
+10
1173
$2K ﹤0.01%
107
+58
1174
$2K ﹤0.01%
53
+6
1175
$2K ﹤0.01%
+8
45 46
47
48 49