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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
1226
– –
0
1227
$1K ﹤0.01%
49
1228
$1K ﹤0.01%
+122
1229
$1K ﹤0.01%
+59
1230
$1K ﹤0.01%
41
1231
$1K ﹤0.01%
68
1232
$1K ﹤0.01%
+91
1233
$1K ﹤0.01%
+15
1234
$1K ﹤0.01%
+46
1235
$1K ﹤0.01%
47
1236
$1K ﹤0.01%
268
1237
$1K ﹤0.01%
23
-240
1238
$1K ﹤0.01%
91
1239
$1K ﹤0.01%
1,000
1240
$1K ﹤0.01%
+3
1241
$1K ﹤0.01%
+50
1242
$1K ﹤0.01%
21
-6
1243
$1K ﹤0.01%
47
1244
$1K ﹤0.01%
+41
1245
$1K ﹤0.01%
48
1246
$1K ﹤0.01%
34
+17
1247
$1K ﹤0.01%
59
1248
$1K ﹤0.01%
+38
1249
$1K ﹤0.01%
+112
1250
$1K ﹤0.01%
115
48 49
50
51 52