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
176
$148K 0.07%
1,862
-145
177
$147K 0.07%
1,091
+27
178
$145K 0.06%
1,856
+8
179
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23,960
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180
$142K 0.06%
6,000
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181
$142K 0.06%
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182
$141K 0.06%
1,005
+76
183
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1,331
184
$137K 0.06%
3,155
-975
185
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14,000
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186
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187
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188
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189
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190
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191
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192
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193
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194
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195
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196
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544
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197
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-136
198
$118K 0.05%
10,945
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199
$118K 0.05%
3,688
200
$117K 0.05%
6,517
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