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
1151
$2K ﹤0.01%
50
1152
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109
+71
1153
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+73
1154
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1155
– –
0
1156
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1157
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1158
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1159
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26
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1161
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1162
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1164
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27
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48
+6
1166
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1167
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1168
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27
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1169
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17
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1172
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32
-38
1173
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6
+2
1174
$2K ﹤0.01%
17
1175
$2K ﹤0.01%
107
+58
45 46
47
48 49