We are live on ! Find out more
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
926
$3K ﹤0.01%
200
927
$3K ﹤0.01%
32
-3
928
$3K ﹤0.01%
72
929
$3K ﹤0.01%
21
-3
930
$3K ﹤0.01%
+50
931
$3K ﹤0.01%
23
932
$3K ﹤0.01%
138
-52
933
$3K ﹤0.01%
31
+18
934
$3K ﹤0.01%
+8
935
$3K ﹤0.01%
62
936
$3K ﹤0.01%
65
937
$3K ﹤0.01%
+300
938
$3K ﹤0.01%
150
-25
939
$3K ﹤0.01%
136
-64
940
$3K ﹤0.01%
86
+8
941
$3K ﹤0.01%
+99
942
$3K ﹤0.01%
132
943
$2K ﹤0.01%
29
944
$2K ﹤0.01%
37
+5
945
$2K ﹤0.01%
111
+12
946
$2K ﹤0.01%
8
+2
947
$2K ﹤0.01%
280
-141
948
$2K ﹤0.01%
25
+3
949
$2K ﹤0.01%
17
950
$2K ﹤0.01%
50
-12
36 37
38
39 40