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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
1401
$1K ﹤0.01%
224
1402
$1K ﹤0.01%
+77
1403
$1K ﹤0.01%
8
1404
$1K ﹤0.01%
80
-9,009
1405
– –
-195
1406
– –
-16
1407
– –
0
1408
– –
-94
1409
$0 ﹤0.01%
+10
1410
– –
-76
1411
$0 ﹤0.01%
+20
1412
– –
-24
1413
– –
-500
1414
$0 ﹤0.01%
+8
1415
– –
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1416
$0 ﹤0.01%
1
1417
– –
-18
1418
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-30
1419
– –
-11
1420
$0 ﹤0.01%
15
-3
1421
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-13
1422
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1423
– –
-47
1424
$0 ﹤0.01%
+50
1425
$0 ﹤0.01%
+21
55 56
57
58 59