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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
1451
$1K ﹤0.01%
40
1452
$1K ﹤0.01%
6
1453
$1K ﹤0.01%
51
+11
1454
$1K ﹤0.01%
+40
1455
$1K ﹤0.01%
392
-112
1456
$1K ﹤0.01%
+115
1457
$1K ﹤0.01%
21
1458
$1K ﹤0.01%
11
1459
$1K ﹤0.01%
+43
1460
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18
1461
$1K ﹤0.01%
34
1462
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+6
1463
$1K ﹤0.01%
261
1464
$1K ﹤0.01%
23
1465
$1K ﹤0.01%
+5
1466
$1K ﹤0.01%
29
-16
1467
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+8
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+73
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$1K ﹤0.01%
27
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$1K ﹤0.01%
+26
1471
$1K ﹤0.01%
+59
1472
$1K ﹤0.01%
+46
1473
$1K ﹤0.01%
+61
1474
$1K ﹤0.01%
25
-16
1475
$1K ﹤0.01%
+12
57 58
59
60 61