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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
976
$2K ﹤0.01%
80
977
$2K ﹤0.01%
41
+20
978
– –
0
979
$2K ﹤0.01%
62
980
$2K ﹤0.01%
1,018
+951
981
$2K ﹤0.01%
67
982
– –
0
983
$2K ﹤0.01%
100
984
$2K ﹤0.01%
+17
985
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2
+1
986
$2K ﹤0.01%
+8
987
$2K ﹤0.01%
+65
988
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56
989
$2K ﹤0.01%
435
+269
990
$2K ﹤0.01%
57
-6
991
$2K ﹤0.01%
500
992
$2K ﹤0.01%
56
993
$2K ﹤0.01%
37
994
$2K ﹤0.01%
36
995
$2K ﹤0.01%
116
-38
996
$2K ﹤0.01%
56
997
$2K ﹤0.01%
10
+4
998
$2K ﹤0.01%
47
999
$2K ﹤0.01%
25
1000
$2K ﹤0.01%
59
+11
38 39
40
41 42