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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
$237M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$261K
3
+$230K
4
AVNS icon
Avanos Medical
AVNS
+$205K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$169K

Top Sells

1
+$2.59M
2
+$591K
3
+$574K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$490K
5
VZ icon
Verizon
VZ
+$387K

Sector Composition

1 Technology 15.21%
2 Healthcare 13.68%
3 Industrials 12.14%
4 Consumer Discretionary 8.12%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
36
1202
$1K ﹤0.01%
34
-66
1203
$1K ﹤0.01%
6
-31
1204
$1K ﹤0.01%
73
1205
$1K ﹤0.01%
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1206
$1K ﹤0.01%
+30
1207
$1K ﹤0.01%
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1208
$1K ﹤0.01%
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+40
1209
$1K ﹤0.01%
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-10
1210
$1K ﹤0.01%
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1211
$1K ﹤0.01%
150
1212
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25
1213
$1K ﹤0.01%
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1214
$1K ﹤0.01%
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1215
$1K ﹤0.01%
30
-66
1216
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+24
1217
$1K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
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1220
$1K ﹤0.01%
8
-20
1221
$1K ﹤0.01%
6
-12
1222
$1K ﹤0.01%
10
1223
$1K ﹤0.01%
12
-7
1224
$1K ﹤0.01%
+30
1225
$1K ﹤0.01%
54
47 48
49
50 51