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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
951
$2K ﹤0.01%
33
952
$2K ﹤0.01%
88
-12
953
$2K ﹤0.01%
68
+12
954
$2K ﹤0.01%
39
955
$2K ﹤0.01%
35
+3
956
$2K ﹤0.01%
98
957
$2K ﹤0.01%
+174
958
$2K ﹤0.01%
436
959
$2K ﹤0.01%
121
-79
960
$2K ﹤0.01%
+198
961
$2K ﹤0.01%
58
-12
962
$2K ﹤0.01%
217
963
$2K ﹤0.01%
140
+46
964
$2K ﹤0.01%
18
965
$2K ﹤0.01%
12
-6
966
$2K ﹤0.01%
338
967
$2K ﹤0.01%
40
-125
968
$2K ﹤0.01%
61
969
$2K ﹤0.01%
77
-23
970
$2K ﹤0.01%
170
+117
971
$2K ﹤0.01%
81
+51
972
$2K ﹤0.01%
345
973
$2K ﹤0.01%
115
-14
974
$2K ﹤0.01%
51
-17
975
$2K ﹤0.01%
76
+34
37 38
39
40 41