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
626
$10K ﹤0.01%
400
627
$10K ﹤0.01%
168
628
$10K ﹤0.01%
+145
629
$10K ﹤0.01%
312
-85
630
$10K ﹤0.01%
94
+84
631
$10K ﹤0.01%
117
+12
632
$9K ﹤0.01%
349
+4
633
$9K ﹤0.01%
126
+109
634
$9K ﹤0.01%
158
+2
635
$9K ﹤0.01%
1,380
+380
636
$9K ﹤0.01%
151
+137
637
$9K ﹤0.01%
440
638
$9K ﹤0.01%
126
+13
639
$9K ﹤0.01%
319
640
$9K ﹤0.01%
228
-60
641
$9K ﹤0.01%
118
-119
642
$9K ﹤0.01%
340
+180
643
$9K ﹤0.01%
886
644
$9K ﹤0.01%
117
+22
645
$9K ﹤0.01%
230
+27
646
$9K ﹤0.01%
+275
647
$9K ﹤0.01%
66
+12
648
$9K ﹤0.01%
200
649
$9K ﹤0.01%
100
650
$9K ﹤0.01%
153
24 25
26
27 28