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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
1601
$0 ﹤0.01%
2
1602
– –
-1,000
1603
$0 ﹤0.01%
+4
1604
– –
-750
1605
$0 ﹤0.01%
5
-37
1606
$0 ﹤0.01%
11
-33
1607
$0 ﹤0.01%
+4
1608
– –
-31
1609
– –
-3,000
1610
– –
-51
1611
– –
-2,167
1612
$0 ﹤0.01%
+1
1613
– –
-120
1614
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-456
1615
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-600
1616
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-133
1617
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-2,000
1618
– –
-20
1619
$0 ﹤0.01%
+3
1620
$0 ﹤0.01%
+8
1621
$0 ﹤0.01%
+17
1622
– –
-114
1623
$0 ﹤0.01%
+5
1624
– –
-350
1625
– –
-15
63 64
65
66 67