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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
1176
$2K ﹤0.01%
+36
1177
$2K ﹤0.01%
33
1178
$2K ﹤0.01%
56
1179
$2K ﹤0.01%
+114
1180
$2K ﹤0.01%
66
1181
$2K ﹤0.01%
+7
1182
$2K ﹤0.01%
+16
1183
$2K ﹤0.01%
56
1184
$2K ﹤0.01%
+321
1185
$2K ﹤0.01%
39
1186
$2K ﹤0.01%
+5
1187
$2K ﹤0.01%
60
1188
$2K ﹤0.01%
224
-318
1189
$2K ﹤0.01%
97
1190
$2K ﹤0.01%
97
+87
1191
$2K ﹤0.01%
13
1192
$2K ﹤0.01%
+31
1193
$2K ﹤0.01%
+31
1194
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18
1195
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+17
1196
$2K ﹤0.01%
+105
1197
$2K ﹤0.01%
180
1198
$2K ﹤0.01%
+34
1199
$2K ﹤0.01%
+95
1200
$2K ﹤0.01%
22
46 47
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