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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
1376
$1K ﹤0.01%
+7
1377
$1K ﹤0.01%
40
1378
$1K ﹤0.01%
+5
1379
$1K ﹤0.01%
6
1380
$1K ﹤0.01%
40
-11
1381
$1K ﹤0.01%
16
-11
1382
$1K ﹤0.01%
13
1383
$1K ﹤0.01%
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-21
1384
$1K ﹤0.01%
+25
1385
$1K ﹤0.01%
16
+5
1386
$1K ﹤0.01%
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-25
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$1K ﹤0.01%
27
1388
$1K ﹤0.01%
66
1389
$1K ﹤0.01%
64
+10
1390
$1K ﹤0.01%
11
1391
$1K ﹤0.01%
165
-41
1392
$1K ﹤0.01%
+75
1393
$1K ﹤0.01%
9
-3
1394
$1K ﹤0.01%
20
+10
1395
$1K ﹤0.01%
+51
1396
$1K ﹤0.01%
98
+30
1397
– –
0
1398
$1K ﹤0.01%
19
1399
$1K ﹤0.01%
+12
1400
$1K ﹤0.01%
27
-111
54 55
56
57 58