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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
776
$5K ﹤0.01%
116
777
$5K ﹤0.01%
94
778
$5K ﹤0.01%
452
779
$5K ﹤0.01%
200
-36
780
$5K ﹤0.01%
+27
781
$5K ﹤0.01%
155
782
$5K ﹤0.01%
+270
783
$5K ﹤0.01%
131
+6
784
$5K ﹤0.01%
58
-4
785
$5K ﹤0.01%
250
786
$5K ﹤0.01%
63
-9
787
$5K ﹤0.01%
314
+40
788
$4K ﹤0.01%
+131
789
$4K ﹤0.01%
280
-46
790
$4K ﹤0.01%
+35
791
$4K ﹤0.01%
48
792
$4K ﹤0.01%
63
793
$4K ﹤0.01%
142
+62
794
$4K ﹤0.01%
50
795
$4K ﹤0.01%
+357
796
$4K ﹤0.01%
86
+13
797
$4K ﹤0.01%
107
+19
798
$4K ﹤0.01%
43
799
$4K ﹤0.01%
80
+5
800
$4K ﹤0.01%
56
-2
30 31
32
33 34