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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
1151
$1K ﹤0.01%
76
1152
$1K ﹤0.01%
27
1153
$1K ﹤0.01%
17
+7
1154
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+26
1155
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50
1156
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11
+3
1157
$1K ﹤0.01%
+2
1158
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1159
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7
-7
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15
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$1K ﹤0.01%
29
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– –
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1164
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+49
1165
$1K ﹤0.01%
378
+298
1166
$1K ﹤0.01%
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1167
$1K ﹤0.01%
15
+3
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$1K ﹤0.01%
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$1K ﹤0.01%
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1170
$1K ﹤0.01%
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1171
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1172
$1K ﹤0.01%
+22
1173
– –
0
1174
$1K ﹤0.01%
152
1175
$1K ﹤0.01%
20
45 46
47
48 49