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
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
101
$392K 0.17%
1,993
+50
102
$375K 0.17%
1,530
-136
103
$372K 0.17%
5,438
+72
104
$337K 0.15%
2,509
+16
105
$335K 0.15%
2,737
+6
106
$334K 0.15%
4,902
+22
107
$332K 0.15%
6,641
+164
108
$322K 0.14%
8,369
+23
109
$316K 0.14%
28,776
110
$305K 0.14%
32,224
+1,256
111
$297K 0.13%
1,909
112
$296K 0.13%
4,033
+49
113
$295K 0.13%
16,647
-2,550
114
$293K 0.13%
6,689
-128
115
$292K 0.13%
5,158
+33
116
$286K 0.13%
6,972
+117
117
$285K 0.13%
5,980
+836
118
$285K 0.13%
1,174
119
$282K 0.13%
2,425
+3
120
$281K 0.12%
6,554
+418
121
$280K 0.12%
2,698
-590
122
$277K 0.12%
6,286
+890
123
$277K 0.12%
3,964
+122
124
$274K 0.12%
5,598
125
$273K 0.12%
888
3 4
5
6 7