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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
1501
$0 ﹤0.01%
+31
1502
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-46
1503
$0 ﹤0.01%
7
1504
$0 ﹤0.01%
5
1505
$0 ﹤0.01%
1
1506
– –
-100
1507
– –
-22
1508
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-492
1509
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-74
1510
– –
-48
1511
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-105
1512
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+9
1513
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-20
1514
$0 ﹤0.01%
36
1515
$0 ﹤0.01%
+12
1516
$0 ﹤0.01%
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1518
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1519
$0 ﹤0.01%
+17
1520
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1521
$0 ﹤0.01%
+6
1522
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1523
$0 ﹤0.01%
+12
1524
– –
-89
1525
– –
-90
59 60
61
62 63