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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
1476
$1K ﹤0.01%
11
1477
$1K ﹤0.01%
12
+3
1478
$1K ﹤0.01%
+27
1479
$1K ﹤0.01%
83
+15
1480
$1K ﹤0.01%
14
1481
$1K ﹤0.01%
19
-1,000
1482
$1K ﹤0.01%
45
+16
1483
$1K ﹤0.01%
66
-30
1484
$1K ﹤0.01%
33
1485
$1K ﹤0.01%
+39
1486
– –
0
1487
$1K ﹤0.01%
8
1488
$1K ﹤0.01%
60
1489
$1K ﹤0.01%
+13
1490
$1K ﹤0.01%
+70
1491
– –
-8
1492
– –
-177
1493
– –
-157
1494
$0 ﹤0.01%
+10
1495
– –
-25
1496
– –
0
1497
– –
-10
1498
– –
-190
1499
– –
-82
1500
$0 ﹤0.01%
2
58 59
60
61 62