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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
1276
$1K ﹤0.01%
+53
1277
$1K ﹤0.01%
30
1278
$1K ﹤0.01%
400
1279
$1K ﹤0.01%
72
1280
$1K ﹤0.01%
268
1281
$1K ﹤0.01%
21
1282
$1K ﹤0.01%
1,000
1283
$1K ﹤0.01%
10
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1284
$1K ﹤0.01%
+74
1285
$1K ﹤0.01%
52
+24
1286
$1K ﹤0.01%
+86
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$1K ﹤0.01%
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1288
$1K ﹤0.01%
48
1289
$1K ﹤0.01%
42
1290
$1K ﹤0.01%
21
-49
1291
$1K ﹤0.01%
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$1K ﹤0.01%
+228
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$1K ﹤0.01%
+80
1294
$1K ﹤0.01%
+67
1295
$1K ﹤0.01%
2
-6
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$1K ﹤0.01%
10
1297
$1K ﹤0.01%
67
1298
$1K ﹤0.01%
29
-5
1299
$1K ﹤0.01%
48
1300
$1K ﹤0.01%
133
-90
50 51
52
53 54