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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
1026
– –
0
1027
$2K ﹤0.01%
+105
1028
$2K ﹤0.01%
+43
1029
$2K ﹤0.01%
105
+48
1030
$2K ﹤0.01%
2
1031
$2K ﹤0.01%
125
1032
$2K ﹤0.01%
44
1033
$2K ﹤0.01%
20
-8
1034
$2K ﹤0.01%
26
1035
$2K ﹤0.01%
+51
1036
$2K ﹤0.01%
55
+23
1037
$2K ﹤0.01%
+18
1038
$2K ﹤0.01%
104
1039
$2K ﹤0.01%
93
-20
1040
$2K ﹤0.01%
183
-144
1041
$2K ﹤0.01%
115
1042
$2K ﹤0.01%
67
+57
1043
$2K ﹤0.01%
76
+51
1044
$2K ﹤0.01%
179
-428
1045
$2K ﹤0.01%
60
1046
$2K ﹤0.01%
97
1047
$2K ﹤0.01%
+75
1048
$2K ﹤0.01%
300
-300
1049
$2K ﹤0.01%
32
-18
1050
$2K ﹤0.01%
20
40 41
42
43 44