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
1201
$2K ﹤0.01%
22
1202
$2K ﹤0.01%
+100
1203
$2K ﹤0.01%
73
1204
$2K ﹤0.01%
55
1205
$2K ﹤0.01%
53
1206
$2K ﹤0.01%
101
1207
$2K ﹤0.01%
44
1208
$2K ﹤0.01%
128
1209
$2K ﹤0.01%
35
1210
$2K ﹤0.01%
179
1211
$2K ﹤0.01%
160
1212
$2K ﹤0.01%
59
1213
$2K ﹤0.01%
28
1214
$2K ﹤0.01%
+58
1215
$2K ﹤0.01%
33
1216
$2K ﹤0.01%
51
1217
$2K ﹤0.01%
152
1218
$2K ﹤0.01%
+47
1219
$2K ﹤0.01%
66
-142
1220
$2K ﹤0.01%
+60
1221
$2K ﹤0.01%
+6
1222
$2K ﹤0.01%
+48
1223
$2K ﹤0.01%
+79
1224
$1K ﹤0.01%
+1,523
1225
$1K ﹤0.01%
116
47 48
49
50 51