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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
1601
– –
-33
1602
– –
-14
1603
– –
-25,000
1604
– –
-280
1605
– –
-21
1606
– –
-4
1607
– –
-120
1608
– –
-4
1609
$0 ﹤0.01%
35
1610
– –
-23
1611
– –
-9
1612
$0 ﹤0.01%
+32
1613
– –
-575
1614
$0 ﹤0.01%
+4
1615
– –
-7
1616
$0 ﹤0.01%
18
1617
– –
-5
1618
– –
-8
1619
– –
-10
1620
– –
-34
1621
$0 ﹤0.01%
18
1622
– –
-11
1623
$0 ﹤0.01%
3
1624
– –
-1,308
1625
– –
-180
63 64
65
66 67