We are live on ! Find out more
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
1501
– –
-8
1502
$0 ﹤0.01%
36
1503
– –
-21
1504
$0 ﹤0.01%
48
-39
1505
– –
-361
1506
$0 ﹤0.01%
11
-6
1507
– –
-10
1508
– –
-74
1509
– –
-285
1510
– –
-2
1511
– –
-200
1512
$0 ﹤0.01%
21
+4
1513
$0 ﹤0.01%
15
+3
1514
– –
-86
1515
$0 ﹤0.01%
+30
1516
– –
-228
1517
– –
0
1518
$0 ﹤0.01%
+1
1519
– –
-4,431
1520
– –
-80
1521
– –
-635
1522
– –
-2
1523
– –
-10
1524
– –
-29
1525
$0 ﹤0.01%
8
59 60
61
62 63