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
251
$76K 0.04%
3,555
252
$76K 0.04%
707
+1
253
$76K 0.04%
1,846
+180
254
$75K 0.04%
1,821
+7
255
$74K 0.04%
+3,162
256
$72K 0.03%
560
+4
257
$72K 0.03%
1,188
-111
258
$72K 0.03%
1,223
259
$70K 0.03%
1,056
-13
260
$69K 0.03%
819
+402
261
$68K 0.03%
1,810
262
$68K 0.03%
2,684
+1,784
263
$68K 0.03%
2,376
+146
264
$67K 0.03%
1,334
+46
265
$66K 0.03%
484
+146
266
$66K 0.03%
543
-51
267
$66K 0.03%
1,066
+441
268
$66K 0.03%
378
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269
$65K 0.03%
784
-10
270
$65K 0.03%
8,542
+32
271
$64K 0.03%
1,330
+1,080
272
$63K 0.03%
+1,230
273
$62K 0.03%
13,000
274
$62K 0.03%
816
-4
275
$61K 0.03%
+2,149
9 10
11
12 13