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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
1251
– –
0
1252
$1K ﹤0.01%
+38
1253
$1K ﹤0.01%
36
+1
1254
$1K ﹤0.01%
3
1255
$1K ﹤0.01%
+196
1256
$1K ﹤0.01%
62
-18
1257
$1K ﹤0.01%
23
1258
$1K ﹤0.01%
24
1259
$1K ﹤0.01%
90
1260
$1K ﹤0.01%
1,300
-186
1261
$1K ﹤0.01%
19
1262
$1K ﹤0.01%
18
1263
$1K ﹤0.01%
34
1264
$1K ﹤0.01%
261
1265
$1K ﹤0.01%
26
+3
1266
$1K ﹤0.01%
+17
1267
$1K ﹤0.01%
+14
1268
$1K ﹤0.01%
+10
1269
$1K ﹤0.01%
37
-174
1270
$1K ﹤0.01%
+97
1271
$1K ﹤0.01%
+56
1272
$1K ﹤0.01%
30
1273
$1K ﹤0.01%
67
1274
$1K ﹤0.01%
18
-11
1275
$1K ﹤0.01%
+16
49 50
51
52 53