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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
1051
$2K ﹤0.01%
22
1052
$2K ﹤0.01%
101
1053
$2K ﹤0.01%
59
+40
1054
$2K ﹤0.01%
44
1055
$2K ﹤0.01%
128
1056
$2K ﹤0.01%
64
1057
$2K ﹤0.01%
297
1058
$2K ﹤0.01%
50
1059
$2K ﹤0.01%
160
1060
$2K ﹤0.01%
59
1061
$2K ﹤0.01%
100
1062
$2K ﹤0.01%
50
+30
1063
$2K ﹤0.01%
+89
1064
$2K ﹤0.01%
33
1065
$2K ﹤0.01%
51
1066
$2K ﹤0.01%
57
-5
1067
$2K ﹤0.01%
58
-307
1068
$2K ﹤0.01%
110
-1
1069
$2K ﹤0.01%
36
1070
$2K ﹤0.01%
88
1071
$2K ﹤0.01%
600
+300
1072
$2K ﹤0.01%
13
1073
$2K ﹤0.01%
39
-8
1074
$2K ﹤0.01%
116
+10
1075
$2K ﹤0.01%
32
-4
41 42
43
44 45