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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
1701
$0 ﹤0.01%
+15
1702
– –
-23
1703
$0 ﹤0.01%
16
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1704
$0 ﹤0.01%
+50
1705
– –
-232
1706
– –
-1
1707
– –
0
1708
– –
-4
1709
$0 ﹤0.01%
+3
1710
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-3
1711
– –
-59
1712
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-20
1713
– –
-763
1714
– –
-1
1715
– –
-80
1716
– –
-29
1717
$0 ﹤0.01%
37
-10
1718
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10
1719
– –
0
1720
– –
-7
1721
– –
-3,784
1722
– –
-8
1723
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-164
1724
– –
-115
1725
– –
0
67 68
69
70 71