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
1676
– –
0
1677
– –
-9
1678
$0 ﹤0.01%
+3
1679
$0 ﹤0.01%
10
1680
– –
-102
1681
$0 ﹤0.01%
4
1682
– –
-4
1683
– –
-8
1684
– –
-6
1685
$0 ﹤0.01%
22
1686
– –
-10
1687
– –
-12
1688
– –
-13
1689
– –
-64
1690
– –
-10
1691
– –
-53
1692
– –
-3
1693
$0 ﹤0.01%
3
-63
1694
– –
-3
1695
– –
-24
1696
– –
0
1697
– –
-37
1698
– –
-58
1699
– –
-15
1700
$0 ﹤0.01%
24
+1
66 67
68
69 70