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
151
$185K 0.08%
600
152
$185K 0.08%
2,760
+34
153
$181K 0.08%
2,450
154
$176K 0.08%
2,548
+95
155
$173K 0.08%
2,068
+5
156
$172K 0.08%
2,744
+358
157
$171K 0.08%
2,839
158
$170K 0.08%
1,288
+175
159
$169K 0.08%
1,070
+157
160
$168K 0.07%
822
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161
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3,139
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162
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1,501
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163
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164
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814
165
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166
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541
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167
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6,783
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168
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169
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170
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171
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172
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173
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1,108
+213
174
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15,000
175
$149K 0.07%
3,072
+72
5 6
7
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