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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
1301
$1K ﹤0.01%
28
1302
$1K ﹤0.01%
19
1303
$1K ﹤0.01%
1
1304
$1K ﹤0.01%
+33
1305
$1K ﹤0.01%
34
1306
$1K ﹤0.01%
73
1307
$1K ﹤0.01%
20
-30
1308
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+43
1309
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8
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22
-28
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25
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$1K ﹤0.01%
114
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1320
$1K ﹤0.01%
93
1321
– –
0
1322
$1K ﹤0.01%
104
1323
$1K ﹤0.01%
14
1324
$1K ﹤0.01%
89
1325
$1K ﹤0.01%
35
51 52
53
54 55