TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$876K
2
+$614K
3
+$506K
4
AMZN icon
Amazon
AMZN
+$457K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$415K

Top Sells

1
+$471K
2
+$425K
3
+$247K
4
AAPL icon
Apple
AAPL
+$213K
5
LLY icon
Eli Lilly
LLY
+$193K

Sector Composition

1 Technology 14.88%
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
126
$270K 0.12%
3,333
+4
127
$268K 0.12%
+2,636
128
$255K 0.11%
1,021
-24
129
$255K 0.11%
2,820
+5
130
$255K 0.11%
2,728
131
$255K 0.11%
1,044
+704
132
$253K 0.11%
3,641
+1,206
133
$251K 0.11%
5,427
-172
134
$251K 0.11%
3,188
135
$247K 0.11%
2,432
+4
136
$242K 0.11%
1,848
137
$238K 0.11%
3,492
+76
138
$238K 0.11%
3,557
+292
139
$229K 0.1%
980
+29
140
$225K 0.1%
1,224
-578
141
$217K 0.1%
1,262
142
$215K 0.1%
3,328
143
$211K 0.09%
3,331
+22
144
$205K 0.09%
1,533
+8
145
$201K 0.09%
2,657
146
$191K 0.08%
1,368
-17
147
$190K 0.08%
4,155
148
$188K 0.08%
11,388
-334
149
$187K 0.08%
+3,892
150
$186K 0.08%
2,451
4 5
6
7 8