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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
1276
$1K ﹤0.01%
10
1277
$1K ﹤0.01%
54
1278
$1K ﹤0.01%
36
1279
$1K ﹤0.01%
69
1280
$1K ﹤0.01%
8
1281
$1K ﹤0.01%
+150
1282
$1K ﹤0.01%
6
1283
$1K ﹤0.01%
8
1284
$1K ﹤0.01%
+53
1285
$1K ﹤0.01%
+28
1286
$1K ﹤0.01%
+33
1287
$1K ﹤0.01%
267
1288
$1K ﹤0.01%
34
1289
$1K ﹤0.01%
+19
1290
$1K ﹤0.01%
14
1291
$1K ﹤0.01%
+18
1292
$1K ﹤0.01%
+15
1293
$1K ﹤0.01%
41
-20
1294
$1K ﹤0.01%
37
1295
$1K ﹤0.01%
9
1296
$1K ﹤0.01%
36
1297
$1K ﹤0.01%
7
1298
$1K ﹤0.01%
36
-4
1299
$1K ﹤0.01%
+110
1300
$1K ﹤0.01%
+20
50 51
52
53 54