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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
1076
$2K ﹤0.01%
222
1077
$2K ﹤0.01%
93
1078
$2K ﹤0.01%
23
1079
$2K ﹤0.01%
59
+29
1080
$2K ﹤0.01%
+8
1081
$2K ﹤0.01%
5
1082
$2K ﹤0.01%
66
+30
1083
$2K ﹤0.01%
153
+102
1084
$2K ﹤0.01%
177
+67
1085
$2K ﹤0.01%
71
1086
– –
0
1087
$2K ﹤0.01%
65
+45
1088
$2K ﹤0.01%
247
1089
$2K ﹤0.01%
33
+24
1090
$2K ﹤0.01%
70
+40
1091
$2K ﹤0.01%
212
+2
1092
$2K ﹤0.01%
581
+489
1093
– –
0
1094
$2K ﹤0.01%
151
+138
1095
$2K ﹤0.01%
70
1096
$2K ﹤0.01%
+49
1097
$2K ﹤0.01%
22
1098
$2K ﹤0.01%
76
1099
$2K ﹤0.01%
24
+1
1100
$2K ﹤0.01%
40
42 43
44
45 46