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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
1176
$1K ﹤0.01%
+19
1177
$1K ﹤0.01%
+93
1178
$1K ﹤0.01%
13
1179
$1K ﹤0.01%
+13
1180
$1K ﹤0.01%
+37
1181
$1K ﹤0.01%
18
1182
$1K ﹤0.01%
44
-20
1183
$1K ﹤0.01%
40
1184
$1K ﹤0.01%
18
1185
$1K ﹤0.01%
45
-25
1186
$1K ﹤0.01%
89
1187
$1K ﹤0.01%
51
-15
1188
$1K ﹤0.01%
17
1189
$1K ﹤0.01%
+101
1190
$1K ﹤0.01%
27
+14
1191
$1K ﹤0.01%
34
1192
$1K ﹤0.01%
+58
1193
$1K ﹤0.01%
+16
1194
$1K ﹤0.01%
+73
1195
$1K ﹤0.01%
+123
1196
$1K ﹤0.01%
+8
1197
$1K ﹤0.01%
+20
1198
$1K ﹤0.01%
54
1199
$1K ﹤0.01%
36
1200
$1K ﹤0.01%
+42
46 47
48
49 50