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
1526
$0 ﹤0.01%
14
-47
1527
$0 ﹤0.01%
6
1528
– –
-5,280
1529
– –
-1,000
1530
– –
0
1531
– –
-3,160
1532
– –
-256
1533
– –
-91
1534
– –
-1,687
1535
– –
-86
1536
– –
-112
1537
– –
-1,053
1538
– –
-111
1539
– –
-167
1540
– –
-196
1541
– –
-23
1542
– –
-128
1543
$0 ﹤0.01%
4
1544
– –
-25
1545
$0 ﹤0.01%
10
+3
1546
– –
-37
1547
– –
-697
1548
$0 ﹤0.01%
+8
1549
– –
-12
1550
$0 ﹤0.01%
54
+21
60 61
62
63 64