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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
1426
$1K ﹤0.01%
+59
1427
$1K ﹤0.01%
30
1428
$1K ﹤0.01%
47
1429
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45
1430
$1K ﹤0.01%
42
1431
$1K ﹤0.01%
252
1432
– –
-37
1433
$1K ﹤0.01%
352
-324
1434
$1K ﹤0.01%
14
+4
1435
$1K ﹤0.01%
27
1436
$1K ﹤0.01%
+38
1437
$1K ﹤0.01%
155
1438
$1K ﹤0.01%
+23
1439
$1K ﹤0.01%
32
1440
$1K ﹤0.01%
22
1441
$1K ﹤0.01%
60
1442
$1K ﹤0.01%
+13
1443
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+8
1444
$1K ﹤0.01%
47
+16
1445
$1K ﹤0.01%
24
1446
– –
-78
1447
$1K ﹤0.01%
104
1448
$1K ﹤0.01%
28
1449
$1K ﹤0.01%
54
1450
$1K ﹤0.01%
18
56 57
58
59 60