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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
1226
$1K ﹤0.01%
49
1227
$1K ﹤0.01%
41
1228
$1K ﹤0.01%
68
1229
$1K ﹤0.01%
+52
1230
$1K ﹤0.01%
+76
1231
$1K ﹤0.01%
18
+6
1232
$1K ﹤0.01%
+18
1233
$1K ﹤0.01%
76
1234
$1K ﹤0.01%
27
-7
1235
$1K ﹤0.01%
10
1236
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94
1237
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9
1238
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50
1239
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54
1240
$1K ﹤0.01%
15
1241
$1K ﹤0.01%
29
1242
$1K ﹤0.01%
36
1243
$1K ﹤0.01%
19
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44
+25
1245
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+32
1246
$1K ﹤0.01%
+25
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$1K ﹤0.01%
59
-250
1248
$1K ﹤0.01%
8
-21
1249
$1K ﹤0.01%
150
1250
$1K ﹤0.01%
25
48 49
50
51 52