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
601
$11K 0.01%
1,500
+300
602
$11K 0.01%
13
-4
603
$11K 0.01%
75
+25
604
$11K 0.01%
281
+47
605
$11K 0.01%
+234
606
$11K 0.01%
158
-4
607
$10K ﹤0.01%
600
-207
608
$10K ﹤0.01%
109
609
$10K ﹤0.01%
1
610
$10K ﹤0.01%
500
611
$10K ﹤0.01%
1,954
612
$10K ﹤0.01%
100
613
$10K ﹤0.01%
347
-30
614
$10K ﹤0.01%
357
-238
615
$10K ﹤0.01%
+518
616
$10K ﹤0.01%
411
617
$10K ﹤0.01%
800
618
$10K ﹤0.01%
291
+138
619
$10K ﹤0.01%
77
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620
$10K ﹤0.01%
170
621
$10K ﹤0.01%
252
622
$10K ﹤0.01%
191
-44
623
$10K ﹤0.01%
269
-68
624
$10K ﹤0.01%
202
625
$10K ﹤0.01%
2,100
23 24
25
26 27