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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
1401
$1K ﹤0.01%
26
-49
1402
$1K ﹤0.01%
+93
1403
$1K ﹤0.01%
104
1404
$1K ﹤0.01%
+14
1405
$1K ﹤0.01%
30
1406
$1K ﹤0.01%
75
-48
1407
$1K ﹤0.01%
46
1408
$1K ﹤0.01%
100
1409
$1K ﹤0.01%
38
1410
$1K ﹤0.01%
25
1411
– –
-37
1412
$1K ﹤0.01%
20
1413
$1K ﹤0.01%
59
1414
$1K ﹤0.01%
32
1415
$1K ﹤0.01%
+135
1416
$1K ﹤0.01%
22
+4
1417
$1K ﹤0.01%
77
1418
$1K ﹤0.01%
+14
1419
$1K ﹤0.01%
23
1420
$1K ﹤0.01%
20
+5
1421
$1K ﹤0.01%
24
1422
$1K ﹤0.01%
90
1423
$1K ﹤0.01%
55
1424
$1K ﹤0.01%
42
+10
1425
$1K ﹤0.01%
23
-55
55 56
57
58 59