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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
$202M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$440K
3
+$250K
4
AMZN icon
Amazon
AMZN
+$248K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$184K

Top Sells

1
+$502K
2
+$481K
3
+$342K
4
XOM icon
Exxon Mobil
XOM
+$312K
5
PBR icon
Petrobras
PBR
+$302K

Sector Composition

1 Healthcare 14.38%
2 Technology 13.71%
3 Industrials 11.2%
4 Consumer Discretionary 8.45%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6K ﹤0.01%
139
727
$6K ﹤0.01%
85
-51
728
$6K ﹤0.01%
119
+3
729
$6K ﹤0.01%
165
-42
730
$6K ﹤0.01%
71
731
$6K ﹤0.01%
71
-619
732
$6K ﹤0.01%
225
733
$6K ﹤0.01%
30
-17
734
$6K ﹤0.01%
46
+32
735
$6K ﹤0.01%
142
736
$6K ﹤0.01%
142
737
$6K ﹤0.01%
60
738
$6K ﹤0.01%
122
739
$6K ﹤0.01%
202
+59
740
$6K ﹤0.01%
105
741
$6K ﹤0.01%
288
742
$6K ﹤0.01%
78
743
$6K ﹤0.01%
198
744
$6K ﹤0.01%
860
-340
745
$5K ﹤0.01%
410
+300
746
$5K ﹤0.01%
60
747
$5K ﹤0.01%
110
+87
748
$5K ﹤0.01%
46
749
$5K ﹤0.01%
148
750
$5K ﹤0.01%
+49
28 29
30
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