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 Trust iShares 0-1 Year 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
401
$29K 0.01%
270
-5
402
$29K 0.01%
+315
403
$29K 0.01%
1,112
+1,021
404
$29K 0.01%
808
-9
405
$29K 0.01%
278
+216
406
$29K 0.01%
120
407
$29K 0.01%
524
+331
408
$29K 0.01%
614
+57
409
$28K 0.01%
1,873
-32
410
$28K 0.01%
427
-48
411
$28K 0.01%
1,117
412
$28K 0.01%
274
+200
413
$28K 0.01%
1,822
-418
414
$28K 0.01%
1,262
+16
415
$27K 0.01%
687
-19
416
$27K 0.01%
302
+2
417
$27K 0.01%
462
418
$27K 0.01%
2,662
+54
419
$27K 0.01%
917
+76
420
$27K 0.01%
323
-51
421
$27K 0.01%
517
422
$27K 0.01%
182
+3
423
$27K 0.01%
460
+25
424
$26K 0.01%
349
+10
425
$26K 0.01%
85
+83
15 16
17
18 19