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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
901
$3K ﹤0.01%
88
902
$3K ﹤0.01%
180
903
$3K ﹤0.01%
27
904
$3K ﹤0.01%
5
905
$3K ﹤0.01%
72
-113
906
$3K ﹤0.01%
141
907
$3K ﹤0.01%
+453
908
$3K ﹤0.01%
128
909
$3K ﹤0.01%
38
+13
910
$3K ﹤0.01%
231
+179
911
$3K ﹤0.01%
50
912
$3K ﹤0.01%
701
913
$3K ﹤0.01%
38
914
$3K ﹤0.01%
36
-4
915
$3K ﹤0.01%
60
916
$3K ﹤0.01%
75
-14
917
$3K ﹤0.01%
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918
$3K ﹤0.01%
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919
$3K ﹤0.01%
18
920
$3K ﹤0.01%
+85
921
– –
0
922
$3K ﹤0.01%
107
923
$3K ﹤0.01%
105
924
$3K ﹤0.01%
105
-7
925
$3K ﹤0.01%
159
35 36
37
38 39