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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
1326
$1K ﹤0.01%
85
+55
1327
$1K ﹤0.01%
3
1328
$1K ﹤0.01%
38
1329
$1K ﹤0.01%
+106
1330
$1K ﹤0.01%
+42
1331
$1K ﹤0.01%
39
1332
$1K ﹤0.01%
20
1333
– –
0
1334
$1K ﹤0.01%
59
1335
$1K ﹤0.01%
32
1336
$1K ﹤0.01%
+18
1337
$1K ﹤0.01%
10
-9
1338
$1K ﹤0.01%
+39
1339
$1K ﹤0.01%
+133
1340
$1K ﹤0.01%
55
1341
$1K ﹤0.01%
35
1342
$1K ﹤0.01%
+63
1343
$1K ﹤0.01%
+21
1344
$1K ﹤0.01%
30
1345
$1K ﹤0.01%
300
1346
$1K ﹤0.01%
47
1347
$1K ﹤0.01%
252
1348
$1K ﹤0.01%
+156
1349
$1K ﹤0.01%
28
1350
$1K ﹤0.01%
+8
52 53
54
55 56