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
426
$26K 0.01%
598
-2
427
$25K 0.01%
563
-664
428
$25K 0.01%
2,500
429
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323
430
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431
$24K 0.01%
546
432
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310
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433
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165
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434
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456
435
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468
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436
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218
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437
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833
438
$24K 0.01%
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439
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736
440
$23K 0.01%
813
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441
$23K 0.01%
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442
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1,500
443
$23K 0.01%
469
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444
$23K 0.01%
631
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526
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446
$22K 0.01%
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447
$22K 0.01%
1,725
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448
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195
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449
$22K 0.01%
300
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450
$22K 0.01%
368
-107
16 17
18
19 20