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
551
$13K 0.01%
142
+8
552
$13K 0.01%
800
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$13K 0.01%
589
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554
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37
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$13K 0.01%
609
557
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558
$13K 0.01%
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559
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716
562
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78
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563
$13K 0.01%
452
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564
$13K 0.01%
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565
$13K 0.01%
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566
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154
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567
$13K 0.01%
158
568
$12K 0.01%
361
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569
$12K 0.01%
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570
$12K 0.01%
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571
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75
572
$12K 0.01%
300
573
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446
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574
$12K 0.01%
263
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575
$12K 0.01%
207
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