TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$819K
2
+$358K
3
+$228K
4
AMZN icon
Amazon
AMZN
+$224K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$184K

Top Sells

1
+$502K
2
+$432K
3
+$342K
4
PBR icon
Petrobras
PBR
+$302K
5
XOM icon
Exxon Mobil
XOM
+$271K

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
226
$89K 0.04%
908
-19
227
$88K 0.04%
2,404
-56
228
$88K 0.04%
2,088
229
$88K 0.04%
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230
$88K 0.04%
1,102
-24
231
$85K 0.04%
1,033
-26
232
$85K 0.04%
1,081
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233
$85K 0.04%
2,410
234
$85K 0.04%
25,320
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235
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1,163
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236
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649
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237
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238
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239
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240
$82K 0.04%
+5,121
241
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573
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242
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243
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245
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300
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247
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2,987
248
$78K 0.04%
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+132
249
$77K 0.04%
2,878
+1,598
250
$77K 0.04%
640
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10
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