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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
1351
$1K ﹤0.01%
15
1352
$1K ﹤0.01%
26
1353
$1K ﹤0.01%
93
1354
$1K ﹤0.01%
104
1355
$1K ﹤0.01%
14
1356
$1K ﹤0.01%
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1357
$1K ﹤0.01%
75
1358
$1K ﹤0.01%
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-12
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$1K ﹤0.01%
3
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$1K ﹤0.01%
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1361
$1K ﹤0.01%
11
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$1K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
26
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$1K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
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1369
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+15
1370
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5
-9
1371
$1K ﹤0.01%
4
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1372
$1K ﹤0.01%
23
1373
$1K ﹤0.01%
15
-5
1374
$1K ﹤0.01%
24
1375
$1K ﹤0.01%
90
53 54
55
56 57