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
526
$15K 0.01%
+252
527
$15K 0.01%
1,090
+1,040
528
$15K 0.01%
400
529
$15K 0.01%
271
-384
530
$15K 0.01%
122
-34
531
$15K 0.01%
700
532
$14K 0.01%
222
+15
533
$14K 0.01%
826
+606
534
$14K 0.01%
1,178
535
$14K 0.01%
203
-7
536
$14K 0.01%
411
-8
537
$14K 0.01%
747
+440
538
$14K 0.01%
310
+5
539
$14K 0.01%
194
540
$14K 0.01%
387
541
$14K 0.01%
256
542
$14K 0.01%
83
-69
543
$14K 0.01%
+435
544
$14K 0.01%
282
+182
545
$14K 0.01%
155
+55
546
$14K 0.01%
169
+6
547
$14K 0.01%
275
548
$14K 0.01%
700
+509
549
$14K 0.01%
499
550
$14K 0.01%
44
20 21
22
23 24