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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
1351
$1K ﹤0.01%
63
+23
1352
$1K ﹤0.01%
18
+4
1353
$1K ﹤0.01%
+11
1354
$1K ﹤0.01%
+52
1355
$1K ﹤0.01%
98
+81
1356
$1K ﹤0.01%
12
+2
1357
$1K ﹤0.01%
11
+2
1358
$1K ﹤0.01%
+26
1359
$1K ﹤0.01%
23
1360
$1K ﹤0.01%
22
1361
$1K ﹤0.01%
+30
1362
$1K ﹤0.01%
8
-31
1363
$1K ﹤0.01%
46
-329
1364
$1K ﹤0.01%
60
1365
$1K ﹤0.01%
27
1366
$1K ﹤0.01%
5
-6
1367
$1K ﹤0.01%
96
+65
1368
$1K ﹤0.01%
24
-13
1369
$1K ﹤0.01%
33
+8
1370
$1K ﹤0.01%
58
+30
1371
$1K ﹤0.01%
38
-336
1372
$1K ﹤0.01%
52
-2
1373
$1K ﹤0.01%
40
1374
$1K ﹤0.01%
+46
1375
– –
0
53 54
55
56 57