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
376
$33K 0.02%
1,450
377
$33K 0.02%
517
+6
378
$33K 0.02%
6,811
379
$32K 0.02%
1,011
-102
380
$32K 0.02%
246
+4
381
$32K 0.02%
242
+18
382
$32K 0.02%
599
+37
383
$32K 0.02%
630
-2,370
384
$32K 0.02%
331
-25
385
$32K 0.02%
725
+6
386
$32K 0.02%
+200
387
$32K 0.02%
4,317
+2,640
388
$32K 0.02%
614
+11
389
$31K 0.02%
362
+1
390
$31K 0.02%
+819
391
$31K 0.02%
1,992
-848
392
$31K 0.02%
+642
393
$30K 0.01%
+2,406
394
$30K 0.01%
493
+2
395
$30K 0.01%
483
-8
396
$30K 0.01%
294
-9
397
$30K 0.01%
2,020
+20
398
$30K 0.01%
640
-215
399
$29K 0.01%
120
400
$29K 0.01%
524
+331
14 15
16
17 18